BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$294K 0.04%
7,045
227
$289K 0.04%
9,000
228
$281K 0.03%
4,000
229
$280K 0.03%
3,289
-50
230
$279K 0.03%
4,300
231
$277K 0.03%
4,500
232
$276K 0.03%
5,548
-3,000
233
$269K 0.03%
6,770
234
$264K 0.03%
4,230
+290
235
$262K 0.03%
1,570
236
$256K 0.03%
8,563
237
$252K 0.03%
3,283
-33
238
$245K 0.03%
1,180
239
$243K 0.03%
8,610
240
$235K 0.03%
4,585
241
$234K 0.03%
3,600
242
$227K 0.03%
13,800
-43,625
243
$225K 0.03%
4,250
244
$225K 0.03%
1,500
245
$224K 0.03%
5,950
246
$220K 0.03%
4,868
247
$214K 0.03%
3,216
+25
248
$212K 0.03%
+3,704
249
$208K 0.03%
1,500
250
$208K 0.03%
+1,349
7 8 9
10
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