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
$778M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.89M
3
+$1.53M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M
5
LYV icon
Live Nation Entertainment
LYV
+$1.36M

Top Sells

1
+$3.5M
2
+$1.87M
3
+$1.79M
4
APD icon
Air Products & Chemicals
APD
+$1.42M
5
AXP icon
American Express
AXP
+$1.25M

Sector Composition

1 Healthcare 25.04%
2 Technology 11.35%
3 Industrials 10.52%
4 Consumer Staples 9.88%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.47M 0.19%
15,448
+4,493
127
$1.47M 0.19%
29,786
-5,093
128
$1.43M 0.18%
32,930
-13,848
129
$1.39M 0.18%
41,650
130
$1.37M 0.18%
12,202
-634
131
$1.36M 0.17%
+49,351
132
$1.35M 0.17%
56,928
-1,950
133
$1.34M 0.17%
13,855
+940
134
$1.34M 0.17%
22,118
135
$1.3M 0.17%
28,240
+500
136
$1.28M 0.16%
20,193
+149
137
$1.27M 0.16%
21,863
-10
138
$1.27M 0.16%
16,471
-890
139
$1.26M 0.16%
35,006
-5,250
140
$1.25M 0.16%
30,643
-916
141
$1.22M 0.16%
21,380
-410
142
$1.17M 0.15%
32,095
-3,970
143
$1.16M 0.15%
13,119
144
$1M 0.13%
31,673
+1,974
145
$953K 0.12%
25,630
-3,200
146
$931K 0.12%
8,156
-371
147
$868K 0.11%
16,380
-2,520
148
$859K 0.11%
20,535
+975
149
$836K 0.11%
+15,317
150
$835K 0.11%
8,727
-1,175
4 5
6
7 8