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
$1.23B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.9M
3
+$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.5M

Top Sells

1
+$2.3M
2
+$753K
3
+$540K
4
CERN
Cerner Corp
CERN
+$468K
5
WWD icon
Woodward
WWD
+$350K

Sector Composition

1 Healthcare 18.23%
2 Technology 11.02%
3 Consumer Staples 10.97%
4 Industrials 9.8%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$904K 0.07%
11,604
-250
177
$868K 0.07%
4
+1
178
$861K 0.07%
22,000
-300
179
$827K 0.07%
17,625
-1,000
180
$815K 0.07%
6,444
+859
181
$805K 0.07%
7,470
+165
182
$756K 0.06%
+8,460
183
$747K 0.06%
6,968
+2,721
184
$742K 0.06%
10,035
-154
185
$734K 0.06%
9,275
-175
186
$728K 0.06%
13,505
-300
187
$608K 0.05%
19,685
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188
$511K 0.04%
17,087
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189
$501K 0.04%
+9,244
190
$488K 0.04%
9,711
-2,560
191
$477K 0.04%
8,780
-30
192
$464K 0.04%
4,184
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193
$442K 0.04%
+6,675
194
$429K 0.04%
4,475
+2,250
195
$429K 0.04%
+4
196
$413K 0.03%
3,645
+1,895
197
$410K 0.03%
4,355
-135
198
$405K 0.03%
+4,746
199
$395K 0.03%
18,500
+5,400
200
$393K 0.03%
22,000
+1,700
6 7
8
9 10