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
$1.23B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.9M
3
+$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.5M

Top Sells

1
+$2.3M
2
+$753K
3
+$540K
4
CERN
Cerner Corp
CERN
+$468K
5
WWD icon
Woodward
WWD
+$350K

Sector Composition

1 Healthcare 18.23%
2 Technology 11.02%
3 Consumer Staples 10.97%
4 Industrials 9.8%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$387K 0.03%
8,495
202
$378K 0.03%
+12,984
203
$364K 0.03%
12,450
204
$354K 0.03%
+13,037
205
$341K 0.03%
+8,000
206
$337K 0.03%
+2,421
207
$320K 0.03%
8,400
208
$311K 0.03%
6,600
209
$292K 0.02%
4,896
+660
210
$281K 0.02%
4,000
211
$279K 0.02%
2,500
212
$279K 0.02%
+8,040
213
$274K 0.02%
+2,370
214
$267K 0.02%
5,850
+200
215
$264K 0.02%
+21,520
216
$260K 0.02%
+3,028
217
$257K 0.02%
3,395
218
$251K 0.02%
+7,525
219
$247K 0.02%
+2,917
220
$236K 0.02%
+3,610
221
$234K 0.02%
5,520
-500
222
$234K 0.02%
4,221
-1,270
223
$233K 0.02%
+4,077
224
$221K 0.02%
+8,050
225
$208K 0.02%
+4,050
6 7 8
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