BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
1-Year Return
19.39%
This Quarter Return
+3.77%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$1.48B
AUM Growth
+$15.9M
(+1.1%)
Cap. Flow
-$27.1M
Cap. Flow
% of AUM
-1.83%
Top 10 Holdings %
Top 10 Hldgs %
22.97%
Holding
283
New
14
Increased
62
Reduced
141
Closed
18
Top Buys
| 1 |
Equinix
EQIX
|
$16.3M |
| 2 |
FRC
First Republic Bank
FRC
|
$8.32M |
| 3 |
Parker-Hannifin
PH
|
$6.11M |
| 4 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$5.04M |
| 5 |
Exact Sciences
EXAS
|
$4.09M |
Top Sells
| 1 |
Eversource Energy
ES
|
$9.58M |
| 2 |
Kraft Heinz
KHC
|
$8.01M |
| 3 |
VF Corp
VFC
|
$6.6M |
| 4 |
Sun Life Financial
SLF
|
$4.54M |
| 5 |
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% |
