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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.35M
3
+$3.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M

Top Sells

1
+$19.6M
2
+$8.37M
3
+$1.92M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.69M 0.06%
14,219
+500
152
$1.55M 0.06%
3
153
$1.51M 0.05%
151,238
-37
154
$1.51M 0.05%
34,100
-1,500
155
$1.47M 0.05%
5,206
+1,282
156
$1.46M 0.05%
20,029
-1,031
157
$1.45M 0.05%
6,470
+70
158
$1.44M 0.05%
85,000
+6,500
159
$1.43M 0.05%
3,537
+856
160
$1.43M 0.05%
42,824
-993
161
$1.42M 0.05%
8,510
162
$1.4M 0.05%
39,200
+12,600
163
$1.35M 0.05%
14,424
164
$1.35M 0.05%
20,266
-1,800
165
$1.35M 0.05%
7,772
+2,092
166
$1.31M 0.05%
13,874
-25
167
$1.31M 0.05%
20,823
168
$1.3M 0.05%
3,813
+42
169
$1.3M 0.05%
5,769
+2,655
170
$1.28M 0.05%
24,399
+2,823
171
$1.25M 0.05%
2,487
172
$1.21M 0.04%
9,639
-4
173
$1.18M 0.04%
56,681
+5,570
174
$1.16M 0.04%
60,363
175
$1.16M 0.04%
11,982
-2,238
5 6
7
8 9