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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$650K 0.03%
4,198
-1
202
$641K 0.03%
3,057
+146
203
$620K 0.03%
8,629
-14
204
$611K 0.03%
8,202
205
$597K 0.03%
10,633
-432
206
$574K 0.02%
8,393
+2,777
207
$572K 0.02%
+16,402
208
$561K 0.02%
13,056
-2,373
209
$550K 0.02%
3,682
+4
210
$541K 0.02%
12,576
-20,950
211
$527K 0.02%
5,669
+186
212
$526K 0.02%
4,763
-6
213
$518K 0.02%
+6,228
214
$508K 0.02%
2,017
+46
215
$495K 0.02%
6,950
216
$489K 0.02%
+11,724
217
$483K 0.02%
1,698
+90
218
$472K 0.02%
9,576
+1,150
219
$469K 0.02%
14,432
-392
220
$449K 0.02%
4,219
221
$448K 0.02%
5,673
+479
222
$447K 0.02%
5,728
+700
223
$442K 0.02%
7,588
-452
224
$438K 0.02%
3,930
-90
225
$436K 0.02%
9,944
-1,579
7 8
9
10 11