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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.35M
3
+$3.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M

Top Sells

1
+$19.6M
2
+$8.37M
3
+$1.92M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$800K 0.03%
20,223
202
$799K 0.03%
5,621
+1,799
203
$797K 0.03%
+295
204
$761K 0.03%
5,689
+648
205
$760K 0.03%
2,710
-42
206
$743K 0.03%
3,738
+130
207
$741K 0.03%
20,585
-2,015
208
$733K 0.03%
53,889
-1,368
209
$720K 0.03%
3,176
210
$719K 0.03%
4,130
-180
211
$713K 0.03%
6,261
-164
212
$708K 0.03%
2,705
-30
213
$703K 0.03%
13,581
+1,723
214
$686K 0.02%
9,250
-600
215
$663K 0.02%
+3,819
216
$651K 0.02%
3,570
217
$651K 0.02%
7,255
-1,175
218
$646K 0.02%
7,405
+86
219
$635K 0.02%
1,560
-7
220
$627K 0.02%
4,337
221
$622K 0.02%
6,796
+60
222
$613K 0.02%
1,602
223
$606K 0.02%
1,825
-227
224
$604K 0.02%
9,133
-87
225
$584K 0.02%
+1,760
7 8
9
10 11