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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.22M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1
+$18.3M
2
+$8.73M
3
+$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$319K 0.01%
850
-28
202
$318K 0.01%
7,500
-910
203
$303K 0.01%
832
204
$299K 0.01%
3,170
-835
205
$289K 0.01%
1,095
206
$289K 0.01%
7,235
-125
207
$288K 0.01%
3,481
208
$276K 0.01%
2,013
-300
209
$275K 0.01%
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-250
210
$267K 0.01%
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211
$262K 0.01%
2,270
-20
212
$259K 0.01%
1,615
-17
213
$258K 0.01%
2,800
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214
$257K 0.01%
2,195
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215
$256K 0.01%
5,500
-2,700
216
$256K 0.01%
2,632
-4,062
217
$247K 0.01%
1,900
218
$235K 0.01%
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219
$235K 0.01%
4,982
-3,973
220
$234K 0.01%
+2,349
221
$230K 0.01%
2,600
222
$225K 0.01%
2,070
-150
223
$224K 0.01%
2,570
224
$223K 0.01%
2,172
225
$221K 0.01%
+724
6 7 8
9
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