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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$8.32M
3
+$6.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.04M
5
EXAS icon
Exact Sciences
EXAS
+$4.08M

Top Sells

1
+$9.58M
2
+$8.01M
3
+$6.6M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.03M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$427K 0.03%
8,046
-284
177
$423K 0.03%
3,394
178
$413K 0.03%
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179
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180
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181
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182
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183
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184
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185
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186
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187
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188
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189
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190
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191
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193
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194
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6,400
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195
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24,000
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196
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197
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198
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199
$295K 0.02%
4,275
200
$294K 0.02%
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