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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

Top Sells

1
+$19.2M
2
+$2.99M
3
+$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$999K 0.05%
16,568
-625
127
$975K 0.05%
16,397
-658
128
$960K 0.05%
3
129
$943K 0.05%
43,777
-132
130
$932K 0.05%
12,951
-1,250
131
$880K 0.04%
24,160
-900
132
$870K 0.04%
3,678
133
$866K 0.04%
16,622
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134
$836K 0.04%
2,126
-57
135
$814K 0.04%
13,083
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136
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7,830
+35
137
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2,170
-76
138
$771K 0.04%
13,850
-4,401
139
$736K 0.04%
12,606
-3,045
140
$719K 0.04%
+3,039
141
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15,276
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142
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143
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6,850
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144
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15,366
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145
$658K 0.03%
4,444
146
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2,216
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147
$647K 0.03%
26,864
-645
148
$641K 0.03%
6,694
+300
149
$639K 0.03%
2,885
150
$611K 0.03%
7,309
4 5
6
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