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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.03%
4,500
227
$273K 0.03%
5,548
228
$273K 0.03%
4,300
229
$269K 0.03%
+5,734
230
$267K 0.03%
9,000
231
$267K 0.03%
1,500
232
$264K 0.03%
+2,903
233
$261K 0.03%
6,430
-500
234
$259K 0.03%
4,250
235
$259K 0.03%
8,610
236
$258K 0.03%
4,230
237
$258K 0.03%
4,000
238
$252K 0.03%
1,570
239
$245K 0.03%
1,180
240
$242K 0.03%
4,585
241
$239K 0.03%
8,563
242
$222K 0.03%
5,350
-1,420
243
$221K 0.03%
1,349
244
$216K 0.03%
4,868
245
$215K 0.03%
5,950
246
$214K 0.03%
3,600
247
$208K 0.03%
22,000
248
$207K 0.03%
12,000
249
$205K 0.03%
+6,040
250
$204K 0.03%
+4,400
7 8 9
10
11