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
$1.49B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.96M
3
+$5.98M
4
FNF icon
Fidelity National Financial
FNF
+$5.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.11M

Top Sells

1
+$9.21M
2
+$8.69M
3
+$6.12M
4
IAU icon
iShares Gold Trust
IAU
+$5.23M
5
RSG icon
Republic Services
RSG
+$5.15M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.03%
3 Financials 10.93%
4 Industrials 9.79%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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4,181
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191
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$330K 0.02%
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