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
$1.34B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.44M
3
+$5.01M
4
ARMK icon
Aramark
ARMK
+$4.39M
5
PFE icon
Pfizer
PFE
+$3.41M

Top Sells

1
+$12.8M
2
+$6.45M
3
+$6.14M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$5.51M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.95M

Sector Composition

1 Healthcare 16.13%
2 Technology 13.13%
3 Industrials 10.24%
4 Consumer Staples 9.51%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.7M 0.2%
55,388
-7,054
127
$2.69M 0.2%
34,045
-811
128
$2.57M 0.19%
46,559
-1,816
129
$2.53M 0.19%
21,011
-340
130
$2.49M 0.19%
73,539
-623
131
$2.39M 0.18%
19,100
-2,300
132
$2.21M 0.16%
20,105
-1,435
133
$2.19M 0.16%
19,341
-2,345
134
$1.98M 0.15%
33,664
-2,160
135
$1.94M 0.14%
48,835
-323,141
136
$1.94M 0.14%
+74,051
137
$1.88M 0.14%
75,070
-300
138
$1.84M 0.14%
21,312
-10,006
139
$1.8M 0.13%
8,232
-92
140
$1.75M 0.13%
21,838
-2,518
141
$1.69M 0.13%
14,874
+2,999
142
$1.66M 0.12%
12,166
-5,159
143
$1.58M 0.12%
30,347
-390
144
$1.55M 0.12%
10,586
-2,200
145
$1.54M 0.11%
10,103
-173
146
$1.5M 0.11%
8,480
+324
147
$1.49M 0.11%
10,515
+1,551
148
$1.46M 0.11%
23,564
-8,877
149
$1.33M 0.1%
17,222
-252
150
$1.29M 0.1%
27,408
4 5
6
7 8