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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.67M 0.07%
19,673
+293
127
$1.66M 0.07%
4,311
+83
128
$1.66M 0.07%
+13,883
129
$1.62M 0.07%
20,160
-610
130
$1.61M 0.07%
153,886
+293
131
$1.55M 0.07%
48,495
+1,495
132
$1.52M 0.07%
29,931
+4,871
133
$1.52M 0.07%
18,071
+5,861
134
$1.5M 0.06%
37,101
+2,508
135
$1.5M 0.06%
67,067
+3,645
136
$1.48M 0.06%
33,526
-78,909
137
$1.44M 0.06%
201,275
-677,683
138
$1.42M 0.06%
15,521
-2,503
139
$1.39M 0.06%
8,833
+719
140
$1.36M 0.06%
12,563
+431
141
$1.32M 0.06%
13,881
+184
142
$1.29M 0.06%
20,828
+736
143
$1.27M 0.05%
13,700
+3,740
144
$1.26M 0.05%
32,600
-1,500
145
$1.26M 0.05%
7,814
+271
146
$1.26M 0.05%
+52,258
147
$1.23M 0.05%
3
148
$1.22M 0.05%
12,958
+2,366
149
$1.22M 0.05%
+37,636
150
$1.21M 0.05%
24,830
+3,260
4 5
6
7 8