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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$861K 0.04%
2,579
+221
177
$857K 0.04%
7,613
-300
178
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3,666
-496
179
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5,425
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180
$838K 0.04%
8,632
181
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5,204
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182
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10,259
-36,235
183
$821K 0.04%
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+78
184
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185
$781K 0.03%
12,790
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186
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187
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6,274
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188
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189
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190
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193
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194
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195
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196
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197
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25,632
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198
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23,178
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199
$675K 0.03%
3,616
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200
$659K 0.03%
3,551
-2,006
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8
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