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
$2.75B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.7M
3
+$11.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.09M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M

Top Sells

1
+$17.1M
2
+$12.6M
3
+$12.6M
4
LII icon
Lennox International
LII
+$12.5M
5
IAC icon
IAC Inc
IAC
+$10.2M

Sector Composition

1 Technology 23.05%
2 Industrials 17.39%
3 Financials 12.46%
4 Healthcare 10.37%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.56M 0.06%
10,086
-7
127
$1.56M 0.06%
18,080
-1,049
128
$1.53M 0.06%
15,125
+455
129
$1.48M 0.05%
15,000
130
$1.48M 0.05%
7,827
+353
131
$1.46M 0.05%
7,257
-129
132
$1.41M 0.05%
7,005
+504
133
$1.39M 0.05%
2,110
-41
134
$1.35M 0.05%
3
135
$1.31M 0.05%
15,704
136
$1.29M 0.05%
3,597
+54
137
$1.27M 0.05%
4,934
-2,070
138
$1.25M 0.05%
11,570
139
$1.16M 0.04%
9,913
+373
140
$1.14M 0.04%
22,776
+1,040
141
$1.13M 0.04%
2,396
+166
142
$1.12M 0.04%
14,424
143
$1.02M 0.04%
53,654
+5,054
144
$993K 0.04%
3,530
+53
145
$983K 0.04%
12,510
+2,200
146
$976K 0.04%
8,347
+1,687
147
$969K 0.04%
15,900
148
$966K 0.04%
12,728
-145
149
$964K 0.04%
14,480
+420
150
$962K 0.04%
15,423
+1,296
4 5
6
7 8