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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.06M 0.13%
76,615
-484
102
$3.03M 0.13%
7,814
+3,503
103
$2.98M 0.13%
12,908
+1,622
104
$2.93M 0.13%
21,539
-1,749
105
$2.89M 0.13%
20,075
+17,287
106
$2.84M 0.12%
+8,469
107
$2.83M 0.12%
19,600
+5,264
108
$2.83M 0.12%
45,890
+976
109
$2.63M 0.11%
73,075
+13,535
110
$2.6M 0.11%
22,754
+8,871
111
$2.54M 0.11%
51,026
+2,400
112
$2.49M 0.11%
9,673
+933
113
$2.47M 0.11%
18,229
+10,415
114
$2.46M 0.11%
10,908
+86
115
$2.45M 0.11%
64,580
+34,649
116
$2.33M 0.1%
33,127
+12,967
117
$2.3M 0.1%
23,991
-44,206
118
$2.24M 0.1%
30,595
-925
119
$2.18M 0.09%
38,883
+320
120
$2.17M 0.09%
19,176
+1,954
121
$2.1M 0.09%
25,081
+111
122
$2.08M 0.09%
12,215
+9,875
123
$2.06M 0.09%
+44,190
124
$2.03M 0.09%
6,291
+152
125
$2.02M 0.09%
6,633
+4,141
3 4
5
6 7