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
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.36M
3
+$2.97M
4
FICO icon
Fair Isaac
FICO
+$1.12M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$954K

Top Sells

1
+$9.3M
2
+$4.32M
3
+$4.07M
4
EQIX icon
Equinix
EQIX
+$2.7M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.77M 0.06%
106,000
+9,000
152
$1.76M 0.06%
59,108
-3,166
153
$1.74M 0.06%
22,407
-1,155
154
$1.72M 0.05%
35,110
+1,325
155
$1.72M 0.05%
3,857
-10
156
$1.69M 0.05%
7,914
-51
157
$1.64M 0.05%
17,252
-15,030
158
$1.58M 0.05%
148,553
-9
159
$1.56M 0.05%
28,950
160
$1.55M 0.05%
7,317
+873
161
$1.46M 0.05%
6,850
+21
162
$1.46M 0.05%
9,377
163
$1.44M 0.05%
33,867
+1,219
164
$1.4M 0.04%
6,521
+359
165
$1.39M 0.04%
11,735
166
$1.37M 0.04%
18,149
+169
167
$1.36M 0.04%
5,825
-327
168
$1.35M 0.04%
60,363
-75
169
$1.34M 0.04%
20,698
170
$1.34M 0.04%
6,068
+16
171
$1.32M 0.04%
6,590
+332
172
$1.31M 0.04%
14,350
+600
173
$1.29M 0.04%
15,946
-10
174
$1.29M 0.04%
13,954
+80
175
$1.29M 0.04%
13,492
-887
5 6
7
8 9