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
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.36M
3
+$2.97M
4
FICO icon
Fair Isaac
FICO
+$1.12M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$954K

Top Sells

1
+$9.3M
2
+$4.32M
3
+$4.07M
4
EQIX icon
Equinix
EQIX
+$2.7M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.27M 0.04%
7,650
-235
177
$1.26M 0.04%
18,710
+60
178
$1.24M 0.04%
40,584
-14,281
179
$1.24M 0.04%
2,549
+42
180
$1.24M 0.04%
9,044
+50
181
$1.23M 0.04%
13,252
-300
182
$1.16M 0.04%
9,762
183
$1.13M 0.04%
4,793
+13
184
$1.08M 0.03%
6,248
-171
185
$1.05M 0.03%
2,244
186
$1.05M 0.03%
4,981
+57
187
$1.04M 0.03%
11,131
188
$1.04M 0.03%
21,085
189
$998K 0.03%
252
-1
190
$985K 0.03%
9,248
+715
191
$984K 0.03%
13,552
+10,693
192
$983K 0.03%
2,973
+507
193
$975K 0.03%
4,794
-15
194
$971K 0.03%
2,598
-54
195
$951K 0.03%
18,709
+365
196
$943K 0.03%
4,849
-99
197
$933K 0.03%
4,028
-205
198
$906K 0.03%
14,000
199
$904K 0.03%
5,574
-50
200
$869K 0.03%
3,984
+543
6 7
8
9 10