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
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.36M
3
+$2.97M
4
FICO icon
Fair Isaac
FICO
+$1.12M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$954K

Top Sells

1
+$9.3M
2
+$4.32M
3
+$4.07M
4
EQIX icon
Equinix
EQIX
+$2.7M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.53M 0.14%
5,007
-37
102
$4.52M 0.14%
174,429
-1,971
103
$4.32M 0.14%
43,049
+132
104
$4.23M 0.13%
9,641
+156
105
$4.21M 0.13%
17,680
-13
106
$4.2M 0.13%
8,249
-53
107
$4.12M 0.13%
93,794
-1,523
108
$3.96M 0.13%
106,726
+7,349
109
$3.94M 0.13%
216,577
-5,771
110
$3.81M 0.12%
79,280
+11,008
111
$3.8M 0.12%
14,106
+415
112
$3.78M 0.12%
86,410
-1,993
113
$3.63M 0.12%
4,611
+253
114
$3.61M 0.11%
36,972
-3,510
115
$3.49M 0.11%
83,455
+8,010
116
$3.34M 0.11%
7,500
+283
117
$3.29M 0.1%
49,324
+771
118
$3.2M 0.1%
46,655
-1,142
119
$3.08M 0.1%
64,919
-1,150
120
$2.93M 0.09%
69,500
+17,300
121
$2.88M 0.09%
11,282
+102
122
$2.87M 0.09%
43,853
+1,764
123
$2.83M 0.09%
9,169
+2,247
124
$2.83M 0.09%
3,737
-3,567
125
$2.77M 0.09%
22,407
-13
3 4
5
6 7