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
$1.23B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.9M
3
+$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.5M

Top Sells

1
+$2.3M
2
+$753K
3
+$540K
4
CERN
Cerner Corp
CERN
+$468K
5
WWD icon
Woodward
WWD
+$350K

Sector Composition

1 Healthcare 18.23%
2 Technology 11.02%
3 Consumer Staples 10.97%
4 Industrials 9.8%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.65M 0.13%
12,886
+1,036
152
$1.64M 0.13%
9,587
-318
153
$1.62M 0.13%
+127,217
154
$1.6M 0.13%
31,641
155
$1.6M 0.13%
19,208
-350
156
$1.52M 0.12%
6,689
-220
157
$1.49M 0.12%
39,729
+21,881
158
$1.48M 0.12%
22,892
+3,167
159
$1.4M 0.11%
16,126
-312
160
$1.35M 0.11%
72,076
-12,068
161
$1.33M 0.11%
37,757
-550
162
$1.32M 0.11%
21,364
+975
163
$1.26M 0.1%
26,583
-501
164
$1.24M 0.1%
9,139
+130
165
$1.24M 0.1%
50,775
-300
166
$1.19M 0.1%
19,133
+2,747
167
$1.16M 0.09%
16,783
+5,066
168
$1.15M 0.09%
+45,801
169
$1.14M 0.09%
4,199
+2,495
170
$1.13M 0.09%
14,902
-1,052
171
$1.11M 0.09%
11,378
+4,357
172
$1.08M 0.09%
27,843
+20,018
173
$1.07M 0.09%
8,249
+4,074
174
$1.06M 0.09%
19,139
+8,624
175
$980K 0.08%
8,579
+3,199
5 6
7
8 9