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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$793K 0.03%
10,080
-1,500
177
$781K 0.03%
11,172
+4,233
178
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5,536
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179
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180
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3,765
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181
$755K 0.03%
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182
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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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8,202
189
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4,199
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190
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192
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193
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194
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195
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6,950
196
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197
$571K 0.02%
3,678
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198
$563K 0.02%
7,370
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199
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2,460
-180
200
$546K 0.02%
8,643
+154
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