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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.34M 0.06%
8,938
+105
152
$1.32M 0.06%
20,628
+15,352
153
$1.29M 0.06%
151,509
-2,377
154
$1.27M 0.06%
34,100
+1,500
155
$1.26M 0.05%
13,768
-1,753
156
$1.22M 0.05%
39,904
+2,268
157
$1.22M 0.05%
3
158
$1.2M 0.05%
20,813
-15
159
$1.16M 0.05%
44,842
-1,588
160
$1.15M 0.05%
13,874
-7
161
$1.12M 0.05%
12,121
-442
162
$1.12M 0.05%
17,970
+1,546
163
$1.1M 0.05%
15,468
+133
164
$1.08M 0.05%
145,190
-56,085
165
$1.07M 0.05%
6,413
+90
166
$1.06M 0.05%
10,960
-36,046
167
$1.04M 0.05%
13,943
-48,884
168
$1.01M 0.04%
+5,593
169
$953K 0.04%
37,959
-45,229
170
$945K 0.04%
58,428
+471
171
$924K 0.04%
4,920
+90
172
$911K 0.04%
11,279
+1,642
173
$908K 0.04%
6,806
+48
174
$907K 0.04%
58,500
175
$900K 0.04%
15,554
5 6
7
8 9