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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$8.32M
3
+$6.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.04M
5
EXAS icon
Exact Sciences
EXAS
+$4.08M

Top Sells

1
+$9.58M
2
+$8.01M
3
+$6.6M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.03M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.25M 0.08%
11,897
-885
127
$1.2M 0.08%
19,130
128
$1.17M 0.08%
21,174
-1,392
129
$1.14M 0.08%
10,904
-1,218
130
$1.14M 0.08%
22,657
-1,671
131
$1.13M 0.08%
4
132
$1.13M 0.08%
8,853
-1,220
133
$1.09M 0.07%
8,161
-6,149
134
$1.07M 0.07%
+6,622
135
$1.05M 0.07%
3,792
136
$1.04M 0.07%
14,191
-3,540
137
$992K 0.07%
10,659
-75
138
$943K 0.06%
33,015
-1,800
139
$943K 0.06%
18,065
140
$885K 0.06%
13,201
+180
141
$875K 0.06%
13,554
-1,066
142
$862K 0.06%
16,637
-4,780
143
$845K 0.06%
19,633
-1,180
144
$826K 0.06%
54,000
+4,000
145
$816K 0.06%
9,530
-2,725
146
$816K 0.06%
10,019
+83
147
$811K 0.05%
21,500
-1,500
148
$778K 0.05%
13,400
-2,400
149
$765K 0.05%
16,520
-4,885
150
$759K 0.05%
11,639
-15,588
4 5
6
7 8