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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.18M 0.05%
15,335
+183
152
$1.16M 0.05%
14,000
-1,000
153
$1.13M 0.05%
+45,852
154
$1.1M 0.05%
6,323
+1,370
155
$1.07M 0.05%
7,913
+380
156
$1.05M 0.05%
57,957
+23,924
157
$1.03M 0.04%
58,500
+3,900
158
$997K 0.04%
5,557
+8
159
$942K 0.04%
24,004
+3,786
160
$939K 0.04%
15,554
-150
161
$922K 0.04%
+18,838
162
$917K 0.04%
16,424
+2,210
163
$907K 0.04%
5,384
+100
164
$907K 0.04%
4,162
+8
165
$870K 0.04%
2,481
+291
166
$865K 0.04%
9,637
+382
167
$859K 0.04%
15,900
168
$851K 0.04%
6,758
+1,203
169
$844K 0.04%
4,830
+68
170
$841K 0.04%
6,154
-583
171
$840K 0.04%
2,492
+15
172
$835K 0.04%
23,504
173
$806K 0.03%
8,632
174
$802K 0.03%
43,030
+3,200
175
$797K 0.03%
5,212
+145
5 6
7
8 9