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
$1.34B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.44M
3
+$5.01M
4
ARMK icon
Aramark
ARMK
+$4.39M
5
PFE icon
Pfizer
PFE
+$3.41M

Top Sells

1
+$12.8M
2
+$6.45M
3
+$6.14M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$5.51M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.95M

Sector Composition

1 Healthcare 16.13%
2 Technology 13.13%
3 Industrials 10.24%
4 Consumer Staples 9.51%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.26M 0.09%
25,234
-583
152
$1.24M 0.09%
15,425
-848
153
$1.24M 0.09%
3,953
-50
154
$1.22M 0.09%
25,458
-52,676
155
$1.2M 0.09%
33,058
-54,354
156
$1.18M 0.09%
6,431
-4,439
157
$1.03M 0.08%
43,032
-5,010
158
$1.01M 0.08%
4,362
-7
159
$1M 0.07%
12,565
-800
160
$999K 0.07%
4
161
$993K 0.07%
12,795
-45
162
$983K 0.07%
13,765
-2,248
163
$965K 0.07%
19,149
-19,495
164
$961K 0.07%
21,380
-2,330
165
$926K 0.07%
34,336
+573
166
$905K 0.07%
4,382
-615
167
$837K 0.06%
14,180
-39,080
168
$837K 0.06%
+43,787
169
$825K 0.06%
10,041
+740
170
$791K 0.06%
24,000
171
$788K 0.06%
11,835
+403
172
$740K 0.06%
14,043
-737
173
$725K 0.05%
14,585
-205
174
$713K 0.05%
8,260
-200
175
$688K 0.05%
5,795
-421
5 6
7
8 9