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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$8.32M
3
+$6.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.04M
5
EXAS icon
Exact Sciences
EXAS
+$4.08M

Top Sells

1
+$9.58M
2
+$8.01M
3
+$6.6M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.03M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$291K 0.02%
3,813
+785
202
$283K 0.02%
3,476
-350
203
$276K 0.02%
+4,695
204
$274K 0.02%
2,039
+227
205
$268K 0.02%
2,155
-225
206
$267K 0.02%
1,100
207
$264K 0.02%
9,550
208
$262K 0.02%
6,108
209
$248K 0.02%
805
210
$240K 0.02%
2,158
211
$240K 0.02%
3,065
-400
212
$240K 0.02%
12,600
213
$234K 0.02%
6,600
214
$233K 0.02%
2,150
215
$231K 0.02%
4,719
-550
216
$228K 0.02%
10,737
-150
217
$224K 0.02%
9,750
+500
218
$216K 0.01%
+992
219
$213K 0.01%
2,005
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220
$211K 0.01%
1,867
221
$211K 0.01%
6,000
+500
222
$208K 0.01%
4,500
223
$205K 0.01%
3,146
-884
224
$199K 0.01%
8,290
-1,105
225
$189K 0.01%
11,334
6 7 8
9
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