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
$1.23B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.9M
3
+$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.5M

Top Sells

1
+$2.3M
2
+$753K
3
+$540K
4
CERN
Cerner Corp
CERN
+$468K
5
WWD icon
Woodward
WWD
+$350K

Sector Composition

1 Healthcare 18.23%
2 Technology 11.02%
3 Consumer Staples 10.97%
4 Industrials 9.8%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.36M 0.27%
102,508
+18,643
127
$3.21M 0.26%
21,738
-220
128
$3.21M 0.26%
15,308
+5,292
129
$3.12M 0.25%
21,522
+7,985
130
$3.1M 0.25%
+27,573
131
$3.06M 0.25%
40,233
-1,775
132
$2.96M 0.24%
24,950
-1,945
133
$2.93M 0.24%
+97,145
134
$2.9M 0.24%
49,565
-7,990
135
$2.87M 0.23%
+87,498
136
$2.87M 0.23%
+115,448
137
$2.85M 0.23%
+81,133
138
$2.75M 0.22%
33,786
-2,354
139
$2.63M 0.21%
25,388
+1,548
140
$2.58M 0.21%
29,820
+567
141
$2.44M 0.2%
42,227
+11,156
142
$2.4M 0.2%
+88,881
143
$2.36M 0.19%
38,768
-3,844
144
$2.31M 0.19%
+116,348
145
$2.19M 0.18%
41,068
-14,147
146
$2.11M 0.17%
73,408
+2,135
147
$1.82M 0.15%
22,406
-1,154
148
$1.75M 0.14%
50,955
+44,164
149
$1.72M 0.14%
31,977
+4,893
150
$1.68M 0.14%
65,805
+3,882
4 5
6
7 8