BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3M 0.13%
16,475
+213
102
$2.84M 0.12%
91,270
+5,561
103
$2.79M 0.12%
11,286
+699
104
$2.78M 0.12%
44,914
+1,268
105
$2.71M 0.12%
48,626
-22
106
$2.67M 0.12%
44,733
+488
107
$2.63M 0.11%
10,822
+366
108
$2.56M 0.11%
36,100
-73,450
109
$2.51M 0.11%
31,520
+1,624
110
$2.43M 0.1%
59,540
+6,072
111
$2.43M 0.1%
8,740
+123
112
$2.43M 0.1%
38,563
+4,947
113
$2.28M 0.1%
24,970
+70
114
$2.23M 0.1%
83,188
+13,821
115
$2.2M 0.1%
14,336
+503
116
$2.2M 0.09%
17,222
+556
117
$2.09M 0.09%
21,777
+3,674
118
$2.06M 0.09%
25,700
119
$2.05M 0.09%
9,444
+875
120
$2.04M 0.09%
24,672
+25
121
$1.99M 0.09%
6,139
-30
122
$1.98M 0.09%
22,474
+1,310
123
$1.74M 0.07%
46,430
+2,565
124
$1.71M 0.07%
9,495
-95
125
$1.68M 0.07%
11,609
+815
3 4
5
6 7