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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

Top Sells

1
+$19.2M
2
+$2.99M
3
+$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$420K 0.02%
8,027
177
$417K 0.02%
1,517
178
$401K 0.02%
3,547
179
$399K 0.02%
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-33
180
$393K 0.02%
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181
$385K 0.02%
12,619
-3,120
182
$382K 0.02%
3,744
+200
183
$380K 0.02%
760
184
$375K 0.02%
2,625
185
$372K 0.02%
2,366
186
$367K 0.02%
1,366
187
$366K 0.02%
8,955
-5,302
188
$364K 0.02%
1,153
189
$354K 0.02%
4,010
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190
$349K 0.02%
1,200
191
$348K 0.02%
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-200
192
$340K 0.02%
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193
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194
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195
$328K 0.02%
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196
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1,300
197
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5,105
198
$324K 0.02%
3,340
199
$323K 0.02%
8,904
200
$321K 0.02%
2,087
-675
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