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
$1.41B
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.5M
3
+$7.16M
4
QCOM icon
Qualcomm
QCOM
+$4.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.46M

Top Sells

1
+$10.6M
2
+$8.41M
3
+$7.45M
4
SJM icon
J.M. Smucker
SJM
+$4.76M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.63M

Sector Composition

1 Healthcare 17.21%
2 Technology 13.87%
3 Financials 10.12%
4 Industrials 9.57%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.12M 0.15%
15,277
-1,671
127
$2.01M 0.14%
16,805
-1,072
128
$2M 0.14%
28,095
-300
129
$1.99M 0.14%
+14,220
130
$1.87M 0.13%
42,822
-1,470
131
$1.83M 0.13%
10,732
+207
132
$1.79M 0.13%
13,275
-6,975
133
$1.78M 0.13%
6,997
-833
134
$1.65M 0.12%
8,825
+140
135
$1.62M 0.12%
30,107
-225
136
$1.58M 0.11%
13,270
-5,802
137
$1.53M 0.11%
10,765
-91
138
$1.53M 0.11%
23,969
+780
139
$1.42M 0.1%
26,861
-117
140
$1.38M 0.1%
18,690
-697
141
$1.32M 0.09%
6,172
-1,417
142
$1.3M 0.09%
16,216
-854
143
$1.27M 0.09%
3,878
-25
144
$1.24M 0.09%
25,230
+296
145
$1.21M 0.09%
12,319
-1,075
146
$1.16M 0.08%
21,917
-125
147
$1.1M 0.08%
11,529
-250
148
$1.1M 0.08%
4
149
$1.07M 0.08%
18,016
-419
150
$1.05M 0.07%
5,889
-326
4 5
6
7 8