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
$1.49B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.96M
3
+$5.98M
4
FNF icon
Fidelity National Financial
FNF
+$5.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.11M

Top Sells

1
+$9.21M
2
+$8.69M
3
+$6.12M
4
IAU icon
iShares Gold Trust
IAU
+$5.23M
5
RSG icon
Republic Services
RSG
+$5.15M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.03%
3 Financials 10.93%
4 Industrials 9.79%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.97M 0.13%
29,236
-6,825
127
$1.94M 0.13%
10,999
+267
128
$1.94M 0.13%
16,620
-185
129
$1.9M 0.13%
13,175
-100
130
$1.89M 0.13%
41,053
-1,769
131
$1.84M 0.12%
34,822
-13,498
132
$1.79M 0.12%
29,540
-567
133
$1.58M 0.11%
8,408
-417
134
$1.55M 0.1%
10,628
-137
135
$1.48M 0.1%
23,155
-8,288
136
$1.45M 0.1%
15,966
-250
137
$1.43M 0.1%
26,579
-282
138
$1.43M 0.1%
23,324
-645
139
$1.38M 0.09%
+19,130
140
$1.34M 0.09%
3,878
141
$1.3M 0.09%
12,100
-219
142
$1.29M 0.09%
17,700
-990
143
$1.25M 0.08%
37,941
-1,521
144
$1.19M 0.08%
21,792
-125
145
$1.19M 0.08%
4
146
$1.17M 0.08%
24,400
-830
147
$1.16M 0.08%
5,536
-636
148
$1.12M 0.07%
11,429
-100
149
$1.08M 0.07%
19,124
-154
150
$1.07M 0.07%
4,127
-155
4 5
6
7 8