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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$456K 0.02%
2,154
-88
177
$451K 0.02%
3,496
178
$447K 0.02%
6,369
-856
179
$438K 0.02%
1,813
-123
180
$438K 0.02%
2,047
-70
181
$433K 0.02%
1,559
182
$429K 0.02%
2,166
-200
183
$427K 0.02%
1,517
184
$423K 0.02%
3,236
185
$420K 0.02%
9,946
-1,269
186
$414K 0.02%
4,784
-2,525
187
$389K 0.02%
5,616
188
$380K 0.02%
7,280
+30
189
$378K 0.02%
2,917
190
$377K 0.02%
6,860
-375
191
$369K 0.02%
1,300
192
$361K 0.02%
3,544
193
$357K 0.02%
4,560
-572
194
$357K 0.02%
5,214
-524
195
$352K 0.02%
2,489
196
$351K 0.02%
2,549
-1,035
197
$348K 0.02%
876
+26
198
$346K 0.02%
10,640
-450
199
$344K 0.02%
4,300
-75
200
$341K 0.02%
10,019
-2,146
6 7
8
9 10