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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.22M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1
+$18.3M
2
+$8.73M
3
+$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$616K 0.03%
5,410
-369
152
$605K 0.03%
2,912
153
$595K 0.03%
8,705
-3,901
154
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155
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156
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8,027
157
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6,284
-190
158
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159
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6,040
160
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7,775
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161
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162
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163
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17,742
164
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165
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2,860
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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171
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172
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173
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3,880
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174
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1,559
175
$439K 0.02%
2,675
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7
8 9