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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$635K 0.03%
11,525
-1,902
152
$614K 0.03%
10,120
-2,568
153
$603K 0.03%
2,600
-260
154
$602K 0.03%
6,750
155
$599K 0.03%
4,483
156
$596K 0.03%
5,043
+25
157
$590K 0.03%
6,422
+25
158
$589K 0.03%
5,390
-96
159
$588K 0.03%
18,282
+540
160
$564K 0.02%
2,535
+270
161
$556K 0.02%
10,437
+120
162
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4,365
-105
163
$531K 0.02%
+23,380
164
$525K 0.02%
8,054
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165
$510K 0.02%
6,552
166
$506K 0.02%
2,675
167
$504K 0.02%
6,705
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168
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4,210
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169
$500K 0.02%
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-200
170
$496K 0.02%
6,040
171
$495K 0.02%
2,128
172
$474K 0.02%
3,700
-180
173
$462K 0.02%
4,785
-1,499
174
$462K 0.02%
2,612
-300
175
$461K 0.02%
8,426
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7
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