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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.35M
3
+$3.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M

Top Sells

1
+$19.6M
2
+$8.37M
3
+$1.92M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.23M 0.15%
55,969
-7,627
102
$4.08M 0.15%
100,384
-4,477
103
$4.08M 0.15%
8,910
-40
104
$3.99M 0.14%
194,488
-9,903
105
$3.87M 0.14%
+22,787
106
$3.85M 0.14%
18,802
-916
107
$3.66M 0.13%
47,551
-1,389
108
$3.63M 0.13%
99,884
+443
109
$3.63M 0.13%
12,153
-748
110
$3.52M 0.13%
119,316
-1,860
111
$3.45M 0.12%
42,648
-2,632
112
$3.42M 0.12%
18,340
-365
113
$3.4M 0.12%
25,212
-675
114
$3.2M 0.12%
61,785
-6,453
115
$3.17M 0.11%
8,322
+74
116
$3.12M 0.11%
42,709
+32
117
$3.1M 0.11%
13,703
118
$2.99M 0.11%
27,098
-505
119
$2.99M 0.11%
9,675
-814
120
$2.93M 0.11%
7,321
+56
121
$2.83M 0.1%
49,178
-431
122
$2.72M 0.1%
10,865
-957
123
$2.64M 0.1%
17,230
-2,012
124
$2.57M 0.09%
60,226
+4,618
125
$2.51M 0.09%
5,353
-641
3 4
5
6 7