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
$2.49B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$17.3M
3
+$8.98M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.16M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.39M

Top Sells

1
+$44M
2
+$31.9M
3
+$12.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.12M
5
RBA icon
RB Global
RBA
+$4.95M

Sector Composition

1 Technology 21.73%
2 Industrials 15.57%
3 Financials 13.83%
4 Healthcare 11.13%
5 Materials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.37M 0.1%
19,685
+1,456
127
$2.31M 0.09%
48,926
+4,000
128
$2.25M 0.09%
9,762
+1,293
129
$2.22M 0.09%
6,057
-234
130
$2.13M 0.09%
11,891
-75
131
$2.11M 0.08%
87,382
+5,754
132
$2.11M 0.08%
19,157
-19
133
$2.08M 0.08%
9,444
134
$1.96M 0.08%
4,206
+668
135
$1.94M 0.08%
22,369
+995
136
$1.92M 0.08%
19,995
-3,996
137
$1.91M 0.08%
7,680
+1,095
138
$1.86M 0.07%
25,081
139
$1.79M 0.07%
37,944
+303
140
$1.79M 0.07%
35,686
-89
141
$1.76M 0.07%
25,706
+6
142
$1.75M 0.07%
18,571
-4,392
143
$1.75M 0.07%
22,306
+1,678
144
$1.74M 0.07%
+43,205
145
$1.71M 0.07%
4,409
+659
146
$1.69M 0.07%
9,640
+160
147
$1.68M 0.07%
151,309
-200
148
$1.64M 0.07%
23,567
+15
149
$1.59M 0.06%
22,294
-756
150
$1.53M 0.06%
34,100
4 5
6
7 8