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
$1.41B
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.5M
3
+$7.16M
4
QCOM icon
Qualcomm
QCOM
+$4.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.46M

Top Sells

1
+$10.6M
2
+$8.41M
3
+$7.45M
4
SJM icon
J.M. Smucker
SJM
+$4.76M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.63M

Sector Composition

1 Healthcare 17.21%
2 Technology 13.87%
3 Financials 10.12%
4 Industrials 9.57%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$523K 0.04%
4,355
-321
177
$493K 0.04%
3,804
-150
178
$481K 0.03%
30,530
179
$469K 0.03%
9,244
180
$463K 0.03%
7,180
181
$463K 0.03%
12,912
182
$462K 0.03%
3,270
183
$450K 0.03%
5,262
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184
$427K 0.03%
12,700
185
$412K 0.03%
3,300
186
$408K 0.03%
7,404
187
$405K 0.03%
2,850
188
$401K 0.03%
1,951
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189
$399K 0.03%
11,512
-1,206
190
$397K 0.03%
2,125
-8,321
191
$397K 0.03%
3,444
-231
192
$371K 0.03%
2,953
193
$351K 0.03%
2,657
194
$346K 0.02%
21,500
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195
$346K 0.02%
8,511
196
$325K 0.02%
2,990
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197
$313K 0.02%
2,982
-45,310
198
$313K 0.02%
8,040
199
$299K 0.02%
3,826
-350
200
$298K 0.02%
1,320
+70
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