BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
1-Year Return
19.39%
This Quarter Return
+3.07%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$1.23B
AUM Growth
+$561M
(+84%)
Cap. Flow
+$539M
Cap. Flow
% of AUM
43.96%
Top 10 Holdings %
Top 10 Hldgs %
19.84%
Holding
257
New
82
Increased
112
Reduced
47
Closed
3
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$20.5M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$15.9M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$13.3M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$13M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$11.5M |
Top Sells
| 1 |
AbbVie
ABBV
|
$2.3M |
| 2 |
APC
Anadarko Petroleum
APC
|
$753K |
| 3 |
Schlumberger
SLB
|
$540K |
| 4 |
CERN
Cerner Corp
CERN
|
$468K |
| 5 |
Woodward
WWD
|
$350K |
Sector Composition
| 1 | Healthcare | 18.22% |
| 2 | Technology | 11.02% |
| 3 | Consumer Staples | 10.97% |
| 4 | Industrials | 9.8% |
| 5 | Financials | 8.03% |
