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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 5.06%
487,776
-12,463
2
$101M 4.45%
828,913
-8,134
3
$93M 4.09%
356,819
+1,774
4
$77.5M 3.41%
2,854,344
+188,520
5
$74.2M 3.26%
301,692
+7,236
6
$60M 2.64%
391,597
+7,841
7
$57.3M 2.52%
117,955
+3,951
8
$56.3M 2.47%
265,803
+1,735
9
$52M 2.29%
146,083
+2,557
10
$52M 2.29%
184,744
+4,364
11
$50.8M 2.23%
119,622
-26,614
12
$48.3M 2.12%
1,333,822
-42,012
13
$48.1M 2.11%
1,435,140
+13,750
14
$48M 2.11%
278,872
-6,380
15
$42.9M 1.89%
215,845
+4,033
16
$42.6M 1.87%
223,548
+756
17
$42.4M 1.86%
120,171
-66
18
$40.5M 1.78%
589,066
+5,098
19
$37.3M 1.64%
54,870
+5,601
20
$36.6M 1.61%
640,779
-21,044
21
$36.2M 1.59%
220,049
+1,742
22
$34.6M 1.52%
207,491
+9,243
23
$33.7M 1.48%
118,717
+2,982
24
$33.1M 1.45%
161,919
+5,276
25
$32.7M 1.44%
107,154
+1,235
1
2 3 4 5