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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

Top Sells

1
+$19.2M
2
+$2.99M
3
+$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$319K 0.02%
6,552
202
$319K 0.02%
3,900
-375
203
$317K 0.02%
2,765
-195
204
$310K 0.02%
5,184
+1,444
205
$309K 0.02%
4,400
206
$306K 0.01%
3,704
-252
207
$298K 0.01%
2,552
+32
208
$296K 0.01%
3,675
209
$295K 0.01%
878
-1,800
210
$293K 0.01%
2,400
211
$288K 0.01%
8,410
-125
212
$280K 0.01%
2,489
-379
213
$277K 0.01%
8,200
214
$272K 0.01%
832
-73
215
$272K 0.01%
2,917
216
$267K 0.01%
4,483
-17
217
$264K 0.01%
7,360
218
$262K 0.01%
2,313
-217
219
$261K 0.01%
1,095
220
$261K 0.01%
3,481
221
$255K 0.01%
3,236
222
$244K 0.01%
1,632
223
$241K 0.01%
2,570
-300
224
$236K 0.01%
12,011
225
$229K 0.01%
2,290
7 8
9
10 11