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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.35M
3
+$3.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M

Top Sells

1
+$19.6M
2
+$8.37M
3
+$1.92M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.45M 0.09%
4,358
+12
127
$2.44M 0.09%
96,982
-885
128
$2.43M 0.09%
62,528
-1,045
129
$2.38M 0.09%
50,000
130
$2.35M 0.09%
23,717
-1,400
131
$2.32M 0.08%
24,951
-147
132
$2.25M 0.08%
65,442
+10,258
133
$2.24M 0.08%
53,000
+29,090
134
$2.15M 0.08%
27,867
-3,235
135
$2.15M 0.08%
23,552
136
$2.14M 0.08%
9,627
-1,272
137
$2.11M 0.08%
35,051
+700
138
$2.05M 0.07%
17,230
-1,681
139
$2.04M 0.07%
54,756
-14,486
140
$1.98M 0.07%
22,189
-299
141
$1.95M 0.07%
46,010
+382
142
$1.94M 0.07%
21,517
-4,745
143
$1.94M 0.07%
4,137
144
$1.92M 0.07%
35,372
-822
145
$1.89M 0.07%
21,285
-123
146
$1.88M 0.07%
25,700
147
$1.88M 0.07%
18,935
-460
148
$1.87M 0.07%
22,105
+7,064
149
$1.84M 0.07%
7,212
-2,232
150
$1.71M 0.06%
8,728
+1,055
4 5
6
7 8