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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.02M 0.09%
21,374
+8,416
127
$2.01M 0.09%
36,687
+29,895
128
$1.98M 0.09%
23,050
+13,348
129
$1.96M 0.08%
9,444
130
$1.95M 0.08%
7,217
+5,585
131
$1.93M 0.08%
22,843
+15,473
132
$1.89M 0.08%
22,963
+489
133
$1.89M 0.08%
44,926
+193
134
$1.85M 0.08%
40,730
-150,465
135
$1.85M 0.08%
25,700
136
$1.79M 0.08%
23,552
-1,120
137
$1.73M 0.08%
9,480
-15
138
$1.72M 0.07%
11,966
+357
139
$1.71M 0.07%
81,628
+14,561
140
$1.63M 0.07%
37,641
+540
141
$1.6M 0.07%
81,761
-146,813
142
$1.59M 0.07%
35,775
+30,058
143
$1.55M 0.07%
66,050
+13,792
144
$1.49M 0.06%
+3,538
145
$1.43M 0.06%
20,273
+600
146
$1.43M 0.06%
48,495
147
$1.42M 0.06%
+6,585
148
$1.42M 0.06%
+3,750
149
$1.39M 0.06%
14,553
+853
150
$1.36M 0.06%
17,186
-885
4 5
6
7 8