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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$221K 0.03%
12,000
227
$215K 0.03%
3,522
-194
228
$212K 0.03%
5,165
-107
229
$212K 0.03%
3,700
230
$209K 0.03%
5,165
-107
231
$205K 0.03%
+1,303
232
$203K 0.03%
2,500
233
$189K 0.02%
+14,000
234
$159K 0.02%
32,960
235
$29K ﹤0.01%
1,570
236
– –
-7,725
237
– –
-22,000
238
– –
-7,500
239
– –
-9,975
240
– –
-7,195
241
– –
-15,200
242
– –
-4,550
243
– –
-119,879
244
– –
-20,965
6 7 8 9
10