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
$1.39B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.22M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.18M
5
LUX
Luxottica Group
LUX
+$3.56M

Top Sells

1
+$8.58M
2
+$8.02M
3
+$7.95M
4
EAT icon
Brinker International
EAT
+$3.91M
5
MGA icon
Magna International
MGA
+$3.71M

Sector Composition

1 Healthcare 17.34%
2 Technology 13.34%
3 Industrials 10.15%
4 Financials 9.68%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.1M 0.08%
22,042
-3,416
152
$1.06M 0.08%
11,779
-786
153
$1.02M 0.07%
13,765
154
$1.02M 0.07%
4
155
$1M 0.07%
4,332
-50
156
$1M 0.07%
39,732
-3,300
157
$977K 0.07%
18,435
-714
158
$971K 0.07%
25,004
-8,054
159
$970K 0.07%
38,175
+3,839
160
$935K 0.07%
12,200
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161
$917K 0.07%
20,226
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162
$912K 0.07%
19,278
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163
$823K 0.06%
10,998
-837
164
$821K 0.06%
15,698
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165
$778K 0.06%
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166
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167
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168
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169
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170
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10,287
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171
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12,353
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172
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16,447
-252
173
$659K 0.05%
12,395
-1,648
174
$640K 0.05%
5,421
-374
175
$574K 0.04%
4,491
-956
5 6
7
8 9