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
$1.34B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.44M
3
+$5.01M
4
ARMK icon
Aramark
ARMK
+$4.39M
5
PFE icon
Pfizer
PFE
+$3.41M

Top Sells

1
+$12.8M
2
+$6.45M
3
+$6.14M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$5.51M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.95M

Sector Composition

1 Healthcare 16.13%
2 Technology 13.13%
3 Industrials 10.24%
4 Consumer Staples 9.51%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$658K 0.05%
16,699
-31,008
177
$656K 0.05%
5,469
+28
178
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179
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18,780
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181
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4,854
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182
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183
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184
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185
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30,530
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186
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187
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188
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9,244
189
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12,700
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190
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191
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193
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194
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195
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196
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197
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5,909
198
$371K 0.03%
3,200
-75
199
$343K 0.03%
5,000
+500
200
$328K 0.02%
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