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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.05%
2,136
+10
127
$997K 0.04%
12,660
-260
128
$939K 0.04%
41,082
+2,069
129
$913K 0.04%
3,708
+30
130
$892K 0.04%
14,127
-2,141
131
$887K 0.04%
6,379
132
$875K 0.04%
8,350
-2,344
133
$865K 0.04%
4,628
+184
134
$850K 0.04%
16,324
+986
135
$847K 0.04%
2,265
-580
136
$834K 0.04%
42,100
+5,500
137
$813K 0.04%
20,800
+2,080
138
$805K 0.04%
6,066
+40
139
$787K 0.03%
2,230
+60
140
$758K 0.03%
4,741
-835
141
$747K 0.03%
4,721
-55,392
142
$743K 0.03%
2,766
143
$739K 0.03%
12,711
-1,920
144
$731K 0.03%
3,369
-925
145
$723K 0.03%
13,360
-644
146
$694K 0.03%
4,908
-777
147
$690K 0.03%
10,430
-2,270
148
$676K 0.03%
8,027
149
$666K 0.03%
14,370
-400
150
$644K 0.03%
3,116
+443
4 5
6
7 8