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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

Top Sells

1
+$19.2M
2
+$2.99M
3
+$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$605K 0.03%
5,500
-75
152
$600K 0.03%
41,700
-1,500
153
$596K 0.03%
5,779
-265
154
$593K 0.03%
9,291
-240
155
$592K 0.03%
2,766
-19
156
$573K 0.03%
6,474
157
$568K 0.03%
9,412
-2,075
158
$563K 0.03%
2,242
-150
159
$554K 0.03%
6,026
160
$553K 0.03%
4,757
-153
161
$549K 0.03%
6,394
162
$542K 0.03%
5,218
-121
163
$540K 0.03%
2,912
164
$535K 0.03%
17,784
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165
$513K 0.03%
6,040
166
$505K 0.02%
6,397
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167
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168
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169
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17,742
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170
$455K 0.02%
2,673
171
$454K 0.02%
2,901
172
$448K 0.02%
13,046
-150
173
$437K 0.02%
6,994
-1,250
174
$431K 0.02%
7,225
175
$427K 0.02%
2,860
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7
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