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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$8.32M
3
+$6.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.04M
5
EXAS icon
Exact Sciences
EXAS
+$4.08M

Top Sells

1
+$9.58M
2
+$8.01M
3
+$6.6M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.03M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$750K 0.05%
17,310
-165
152
$715K 0.05%
4,370
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153
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154
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156
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15,679
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158
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161
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163
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164
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3,655
165
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166
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169
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170
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171
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173
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4,450
174
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9,838
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175
$434K 0.03%
5,333
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