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
$1.41B
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.5M
3
+$7.16M
4
QCOM icon
Qualcomm
QCOM
+$4.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.46M

Top Sells

1
+$10.6M
2
+$8.41M
3
+$7.45M
4
SJM icon
J.M. Smucker
SJM
+$4.76M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.63M

Sector Composition

1 Healthcare 17.21%
2 Technology 13.87%
3 Financials 10.12%
4 Industrials 9.57%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$293K 0.02%
6,600
202
$289K 0.02%
4,515
203
$285K 0.02%
5,000
204
$283K 0.02%
2,917
205
$280K 0.02%
14,583
-5,501
206
$280K 0.02%
4,437
+33
207
$278K 0.02%
5,172
-833
208
$272K 0.02%
+1,100
209
$269K 0.02%
2,780
-225
210
$267K 0.02%
4,250
211
$264K 0.02%
1,470
-698
212
$255K 0.02%
9,800
213
$250K 0.02%
4,740
-400
214
$246K 0.02%
5,664
215
$234K 0.02%
+4,500
216
$230K 0.02%
12,600
217
$227K 0.02%
3,610
218
$227K 0.02%
4,275
219
$225K 0.02%
2,158
220
$225K 0.02%
+783
221
$224K 0.02%
+3,033
222
$223K 0.02%
4,600
-200
223
$223K 0.02%
7,440
-1,100
224
$204K 0.01%
2,150
225
$201K 0.01%
1,767
6 7 8
9
10