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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$335K 0.01%
7,715
+215
202
$332K 0.01%
5,413
-100
203
$322K 0.01%
5,500
204
$315K 0.01%
6,422
+1,440
205
$307K 0.01%
1,095
206
$295K 0.01%
1,960
-440
207
$283K 0.01%
832
208
$278K 0.01%
3,300
-125
209
$277K 0.01%
2,981
+349
210
$275K 0.01%
1,938
-75
211
$271K 0.01%
1,039
-2,000
212
$263K 0.01%
1,755
-145
213
$261K 0.01%
1,415
-200
214
$254K 0.01%
2,270
215
$242K 0.01%
+2,379
216
$238K 0.01%
+755
217
$237K 0.01%
1,945
-250
218
$235K 0.01%
2,172
219
$226K 0.01%
1,115
220
$225K 0.01%
+2,224
221
$225K 0.01%
2,400
-400
222
$224K 0.01%
2,570
223
$224K 0.01%
2,070
224
$222K 0.01%
2,600
225
$221K 0.01%
9,262
6 7 8
9
10