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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.22M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1
+$18.3M
2
+$8.73M
3
+$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$437K 0.02%
6,552
177
$430K 0.02%
1,517
178
$429K 0.02%
3,584
-120
179
$423K 0.02%
11,215
-1,404
180
$418K 0.02%
2,366
181
$414K 0.02%
2,128
182
$412K 0.02%
2,117
+30
183
$412K 0.02%
3,496
-51
184
$403K 0.02%
1,936
-15
185
$402K 0.02%
11,090
186
$392K 0.02%
725
-35
187
$388K 0.02%
5,738
-1,256
188
$388K 0.02%
5,616
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189
$387K 0.02%
4,483
190
$374K 0.02%
4,375
-25
191
$371K 0.02%
5,132
-52
192
$362K 0.02%
3,236
193
$362K 0.02%
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194
$359K 0.02%
12,165
-14,699
195
$347K 0.02%
1,138
-15
196
$346K 0.02%
2,400
197
$341K 0.02%
2,917
198
$338K 0.02%
1,300
199
$324K 0.01%
5,513
200
$319K 0.01%
2,489
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8
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