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
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11,215
-1,404
180
$418K 0.02%
2,366
181
$414K 0.02%
2,128
182
$412K 0.02%
2,117
+30
183
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-51
184
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1,936
-15
185
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11,090
186
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725
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187
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5,738
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188
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189
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190
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4,375
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191
$371K 0.02%
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192
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193
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194
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195
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-15
196
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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