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
$2.49B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$17.3M
3
+$8.98M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.16M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.39M

Top Sells

1
+$44M
2
+$31.9M
3
+$12.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.12M
5
RBA icon
RB Global
RBA
+$4.95M

Sector Composition

1 Technology 21.73%
2 Industrials 15.57%
3 Financials 13.83%
4 Healthcare 11.13%
5 Materials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.93M 0.16%
48,805
-1,037
102
$3.59M 0.14%
16,305
-1,704
103
$3.54M 0.14%
+11,790
104
$3.53M 0.14%
74,114
-2,501
105
$3.48M 0.14%
13,195
+287
106
$3.46M 0.14%
49,632
+6,600
107
$3.45M 0.14%
8,860
+1,046
108
$3.42M 0.14%
50,578
-448
109
$3.35M 0.13%
96,895
-3,690
110
$3.24M 0.13%
137,126
-90
111
$3.13M 0.13%
50,376
+6,186
112
$2.98M 0.12%
20,470
+870
113
$2.89M 0.12%
11,000
+92
114
$2.88M 0.12%
43,194
+6,507
115
$2.86M 0.11%
29,737
-858
116
$2.8M 0.11%
10,475
+802
117
$2.77M 0.11%
70,229
+5,649
118
$2.74M 0.11%
20,642
+567
119
$2.7M 0.11%
20,928
-611
120
$2.66M 0.11%
8,161
+944
121
$2.65M 0.11%
33,581
+454
122
$2.53M 0.1%
25,455
+2,612
123
$2.51M 0.1%
39,465
+582
124
$2.47M 0.1%
7,373
+740
125
$2.46M 0.1%
13,922
+1,707
3 4
5
6 7