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
$1.49B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.96M
3
+$5.98M
4
FNF icon
Fidelity National Financial
FNF
+$5.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.11M

Top Sells

1
+$9.21M
2
+$8.69M
3
+$6.12M
4
IAU icon
iShares Gold Trust
IAU
+$5.23M
5
RSG icon
Republic Services
RSG
+$5.15M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.03%
3 Financials 10.93%
4 Industrials 9.79%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$324K 0.02%
+6,230
202
$324K 0.02%
5,639
+467
203
$318K 0.02%
22,000
+500
204
$315K 0.02%
2,917
205
$312K 0.02%
8,040
206
$311K 0.02%
4,361
-76
207
$300K 0.02%
2,780
208
$276K 0.02%
4,275
209
$275K 0.02%
4,250
210
$273K 0.02%
10,300
+500
211
$273K 0.02%
5,500
+500
212
$269K 0.02%
5,993
+329
213
$266K 0.02%
2,145
-837
214
$261K 0.02%
6,600
215
$258K 0.02%
1,100
216
$247K 0.02%
3,033
217
$240K 0.02%
783
218
$240K 0.02%
3,610
219
$238K 0.02%
7,440
220
$231K 0.02%
2,158
221
$230K 0.02%
4,500
222
$227K 0.02%
3,033
-81,754
223
$226K 0.02%
4,500
-100
224
$226K 0.02%
12,600
225
$225K 0.02%
+985
6 7 8
9
10