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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.22M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1
+$18.3M
2
+$8.73M
3
+$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$111M 5.05%
500,239
-3,633
2
$111M 5.04%
837,047
-17,956
3
$84.8M 3.85%
2,665,824
-38,360
4
$80.4M 3.65%
355,045
+4,402
5
$72.1M 3.28%
294,456
-900
6
$63.8M 2.9%
146,236
-42,020
7
$58.8M 2.67%
383,756
+5,363
8
$58.3M 2.65%
114,004
-1,318
9
$57.8M 2.62%
264,068
-346
10
$51.2M 2.33%
143,526
+2,256
11
$50.6M 2.3%
1,375,834
-180,939
12
$49.3M 2.24%
180,380
+2,582
13
$45.8M 2.08%
211,812
-3,430
14
$45.4M 2.06%
285,252
-9,350
15
$45.3M 2.06%
120,237
-168
16
$42.2M 1.92%
222,792
+2,639
17
$42M 1.91%
1,421,390
-22,541
18
$35.7M 1.62%
661,823
-9,938
19
$35.2M 1.6%
49,269
+1,249
20
$35M 1.59%
583,968
-11,802
21
$34.4M 1.56%
218,307
-8,474
22
$31.2M 1.42%
107,343
-4,572
23
$30.3M 1.38%
186,280
-5,780
24
$29.9M 1.36%
366,875
+28,355
25
$29.1M 1.32%
198,248
+11,492
1
2 3 4 5