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
$1.39B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.22M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.18M
5
LUX
Luxottica Group
LUX
+$3.56M

Top Sells

1
+$8.58M
2
+$8.02M
3
+$7.95M
4
EAT icon
Brinker International
EAT
+$3.91M
5
MGA icon
Magna International
MGA
+$3.71M

Sector Composition

1 Healthcare 17.34%
2 Technology 13.34%
3 Industrials 10.15%
4 Financials 9.68%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$323K 0.02%
+2,657
202
$322K 0.02%
8,040
203
$320K 0.02%
5,000
204
$318K 0.02%
8,350
-102,659
205
$306K 0.02%
4,176
206
$283K 0.02%
6,600
207
$273K 0.02%
4,404
+433
208
$272K 0.02%
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209
$272K 0.02%
3,005
210
$271K 0.02%
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211
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9,800
212
$259K 0.02%
2,917
213
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+2,350
214
$257K 0.02%
4,250
215
$257K 0.02%
8,540
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216
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9,650
217
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218
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219
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220
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221
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222
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4,275
223
$234K 0.02%
5,664
224
$234K 0.02%
+1,801
225
$222K 0.02%
3,610
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9
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