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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$540K 0.02%
4,769
+66
202
$528K 0.02%
11,523
+115
203
$515K 0.02%
1,608
+49
204
$500K 0.02%
1,652
205
$483K 0.02%
16,617
+30
206
$481K 0.02%
4,219
+50
207
$479K 0.02%
2,319
-339
208
$477K 0.02%
4,020
+1,850
209
$469K 0.02%
1,632
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210
$468K 0.02%
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211
$460K 0.02%
2,788
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212
$456K 0.02%
5,616
-1,296
213
$449K 0.02%
4,934
+96
214
$444K 0.02%
4,875
+549
215
$441K 0.02%
5,851
+138
216
$437K 0.02%
8,040
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217
$429K 0.02%
2,933
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218
$426K 0.02%
8,426
219
$425K 0.02%
5,028
+244
220
$422K 0.02%
6,792
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221
$414K 0.02%
1,395
+252
222
$414K 0.02%
4,197
-367
223
$412K 0.02%
2,092
+885
224
$405K 0.02%
2,340
+4
225
$402K 0.02%
3,848
+3
7 8
9
10 11