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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.22M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1
+$18.3M
2
+$8.73M
3
+$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1M 0.05%
3,678
127
$995K 0.05%
5,576
-265
128
$959K 0.04%
12,920
-163
129
$913K 0.04%
4,294
130
$903K 0.04%
10,694
-2,257
131
$894K 0.04%
6,000
+500
132
$872K 0.04%
13,427
-3,195
133
$867K 0.04%
12,700
-1,150
134
$860K 0.04%
6,379
-455
135
$860K 0.04%
14,631
-1,766
136
$847K 0.04%
39,013
-4,764
137
$834K 0.04%
36,600
+1,000
138
$777K 0.04%
3,039
139
$769K 0.03%
15,338
-28
140
$765K 0.03%
2,845
-40
141
$750K 0.03%
4,444
142
$740K 0.03%
12,688
-8,275
143
$734K 0.03%
14,004
-1,272
144
$713K 0.03%
2,170
145
$704K 0.03%
18,720
+936
146
$687K 0.03%
5,685
-2,145
147
$657K 0.03%
2,766
148
$647K 0.03%
14,770
-9,390
149
$645K 0.03%
6,750
-100
150
$632K 0.03%
7,309
4 5
6
7 8