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
$1.39B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.22M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.18M
5
LUX
Luxottica Group
LUX
+$3.56M

Top Sells

1
+$8.58M
2
+$8.02M
3
+$7.95M
4
EAT icon
Brinker International
EAT
+$3.91M
5
MGA icon
Magna International
MGA
+$3.71M

Sector Composition

1 Healthcare 17.34%
2 Technology 13.34%
3 Industrials 10.15%
4 Financials 9.68%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.36M 0.17%
17,790
-1,310
127
$2.33M 0.17%
64,604
-4,220
128
$2.33M 0.17%
74,433
+894
129
$2.16M 0.16%
32,539
-1,125
130
$2.12M 0.15%
17,877
-1,464
131
$2.1M 0.15%
19,072
-1,033
132
$2.02M 0.15%
28,395
-8,913
133
$1.81M 0.13%
44,292
-4,543
134
$1.78M 0.13%
22,038
+200
135
$1.75M 0.13%
10,446
-140
136
$1.61M 0.12%
19,387
-1,925
137
$1.59M 0.11%
10,525
+10
138
$1.58M 0.11%
7,589
-643
139
$1.58M 0.11%
10,856
-1,310
140
$1.55M 0.11%
7,830
-650
141
$1.53M 0.11%
30,332
-15
142
$1.42M 0.1%
13,394
-1,480
143
$1.4M 0.1%
8,685
-1,418
144
$1.38M 0.1%
26,978
-430
145
$1.31M 0.09%
17,070
-152
146
$1.29M 0.09%
23,189
-143,994
147
$1.24M 0.09%
3,903
-50
148
$1.23M 0.09%
13,900
-1,525
149
$1.19M 0.09%
6,215
-216
150
$1.19M 0.09%
24,934
-300
4 5
6
7 8