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
$1.27B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$7.13M
3
+$4.65M
4
WBA
Walgreens Boots Alliance
WBA
+$3.74M
5
SHW icon
Sherwin-Williams
SHW
+$2.92M

Top Sells

1
+$20.8M
2
+$8.73M
3
+$6.86M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.77M
5
PFE icon
Pfizer
PFE
+$4.51M

Sector Composition

1 Healthcare 15.65%
2 Technology 12.27%
3 Industrials 9.96%
4 Consumer Staples 9.73%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$375K 0.03%
3,275
+775
202
$361K 0.03%
4,692
-89,121
203
$347K 0.03%
6,247
+2,170
204
$345K 0.03%
21,600
+2,600
205
$321K 0.03%
+6,114
206
$320K 0.03%
+4,355
207
$315K 0.02%
3,116
+591
208
$312K 0.02%
4
209
$306K 0.02%
8,040
210
$304K 0.02%
2,953
+523
211
$303K 0.02%
6,600
212
$301K 0.02%
8,400
213
$298K 0.02%
4,500
+500
214
$293K 0.02%
1,696
-350
215
$292K 0.02%
4,095
+400
216
$274K 0.02%
+1,219
217
$274K 0.02%
+7,510
218
$265K 0.02%
9,800
-3,350
219
$265K 0.02%
2,917
220
$258K 0.02%
+10,642
221
$255K 0.02%
+4,280
222
$246K 0.02%
+9,650
223
$231K 0.02%
5,208
+15
224
$226K 0.02%
7,000
225
$224K 0.02%
4,275
+300
7 8
9
10 11