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
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.36M
3
+$2.97M
4
FICO icon
Fair Isaac
FICO
+$1.12M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$954K

Top Sells

1
+$9.3M
2
+$4.32M
3
+$4.07M
4
EQIX icon
Equinix
EQIX
+$2.7M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$857K 0.03%
25,612
202
$854K 0.03%
4,691
-593
203
$844K 0.03%
27,246
-510
204
$841K 0.03%
10,843
+21
205
$822K 0.03%
1,644
-63
206
$815K 0.03%
5,895
+5
207
$813K 0.03%
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208
$812K 0.03%
2,798
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209
$802K 0.03%
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210
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8,576
-203
211
$781K 0.02%
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212
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2,790
-16
213
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19,581
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214
$744K 0.02%
6,905
215
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3,657
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216
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217
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218
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-89
219
$692K 0.02%
28,269
-5,406
220
$650K 0.02%
21,568
+6
221
$643K 0.02%
1,760
222
$609K 0.02%
14,424
223
$607K 0.02%
6,797
224
$591K 0.02%
42,047
-3,687
225
$585K 0.02%
19,912
-1,075
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9
10 11