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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.03%
1,550
227
$247K 0.03%
6,702
-171
228
$234K 0.03%
1,393
229
$227K 0.03%
3,495
230
$222K 0.03%
2,985
231
$221K 0.03%
+5,066
232
$209K 0.03%
+4,965
233
$209K 0.03%
9,000
234
$209K 0.03%
+4,400
235
$207K 0.03%
+2,000
236
$203K 0.03%
2,900
237
$202K 0.02%
+618
238
$133K 0.02%
30,295
239
$49K 0.01%
1,570
240
$39K ﹤0.01%
+408
241
– –
-3,240
242
– –
-2,382
243
– –
-72,929
244
– –
-5,148
245
– –
-9,900
246
– –
-37,131
247
– –
-5,150
6 7 8 9
10