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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$8.32M
3
+$6.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.04M
5
EXAS icon
Exact Sciences
EXAS
+$4.08M

Top Sells

1
+$9.58M
2
+$8.01M
3
+$6.6M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.03M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57M 3.85%
1,655,657
+2,835
2
$43.6M 2.95%
442,344
-3,570
3
$40.4M 2.73%
871,940
-10,672
4
$31.4M 2.12%
2,221,696
+68,728
5
$31.3M 2.12%
763,978
-46,263
6
$30.2M 2.04%
1,026,794
+171,643
7
$28.2M 1.91%
270,954
-4,676
8
$26.9M 1.82%
221,553
-6,769
9
$25.6M 1.73%
131,279
+1,977
10
$25.2M 1.7%
102,741
-2,617
11
$24.4M 1.65%
124,275
-1,796
12
$21.8M 1.47%
172,432
-5,625
13
$21.2M 1.43%
101,518
-1,857
14
$20.9M 1.41%
391,020
+4,048
15
$20.6M 1.39%
320,050
+1,133
16
$19.6M 1.32%
125,677
-900
17
$19.6M 1.32%
943,017
+2,219
18
$18.2M 1.23%
102,130
+2,079
19
$17.6M 1.19%
182,052
+85,965
20
$17.3M 1.17%
130,976
-4,157
21
$17.3M 1.17%
127,419
+3,678
22
$16.7M 1.13%
594,007
+12,481
23
$16.7M 1.13%
343,580
+11,652
24
$16.6M 1.12%
97,115
+869
25
$16.4M 1.11%
84,608
+1,410
1
2 3 4 5