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
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.36M
3
+$2.97M
4
FICO icon
Fair Isaac
FICO
+$1.12M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$954K

Top Sells

1
+$9.3M
2
+$4.32M
3
+$4.07M
4
EQIX icon
Equinix
EQIX
+$2.7M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.71M 0.09%
42,641
+1,618
127
$2.67M 0.08%
8,546
-202
128
$2.59M 0.08%
13,000
+431
129
$2.53M 0.08%
21,161
+750
130
$2.47M 0.08%
22,424
-15
131
$2.43M 0.08%
31,502
-495
132
$2.39M 0.08%
52,597
-3,894
133
$2.37M 0.08%
21,482
-43
134
$2.35M 0.07%
9,937
-157
135
$2.3M 0.07%
73,336
-3,162
136
$2.15M 0.07%
45,670
+1,210
137
$2.1M 0.07%
79,128
+19,700
138
$2.09M 0.07%
22,250
-246
139
$2.07M 0.07%
21,544
+322
140
$2.06M 0.07%
35,084
-12
141
$2.04M 0.07%
40,000
142
$2.02M 0.06%
20,819
-1,068
143
$2.02M 0.06%
6,651
-86
144
$2.01M 0.06%
14,263
+65
145
$1.98M 0.06%
25,700
146
$1.96M 0.06%
5,231
+414
147
$1.91M 0.06%
28,233
+2,386
148
$1.84M 0.06%
3
149
$1.8M 0.06%
5,747
+239
150
$1.8M 0.06%
9,237
-58
4 5
6
7 8