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
$2.75B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.7M
3
+$11.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.09M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M

Top Sells

1
+$17.1M
2
+$12.6M
3
+$12.6M
4
LII icon
Lennox International
LII
+$12.5M
5
IAC icon
IAC Inc
IAC
+$10.2M

Sector Composition

1 Technology 23.05%
2 Industrials 17.39%
3 Financials 12.46%
4 Healthcare 10.37%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$432K 0.02%
4,962
-67
202
$426K 0.02%
5,360
203
$426K 0.02%
8,420
204
$422K 0.02%
1,822
-44
205
$418K 0.02%
3,206
-2,935
206
$414K 0.02%
1,196
+35
207
$402K 0.01%
1,749
208
$395K 0.01%
655
-82
209
$391K 0.01%
3,767
210
$388K 0.01%
9,929
211
$386K 0.01%
5,270
212
$382K 0.01%
2,917
213
$382K 0.01%
8,215
+500
214
$373K 0.01%
2,379
215
$372K 0.01%
18,712
-22,820
216
$371K 0.01%
5,513
-700
217
$357K 0.01%
4,188
218
$356K 0.01%
18,906
219
$353K 0.01%
1,398
+1
220
$350K 0.01%
+7,425
221
$340K 0.01%
6,525
+1,000
222
$338K 0.01%
1,960
223
$320K 0.01%
+12,000
224
$310K 0.01%
2,270
-133
225
$309K 0.01%
3,044
-500
7 8
9
10 11