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
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$336K 0.04%
1,259
+173
227
$332K 0.04%
1,415
-10
228
$331K 0.03%
3,679
229
$326K 0.03%
1,806
+496
230
$320K 0.03%
7,900
-500
231
$309K 0.03%
2,425
-40
232
$307K 0.03%
6,570
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233
$292K 0.03%
2,675
234
$287K 0.03%
5,711
235
– –
0
236
$280K 0.03%
2,665
+685
237
$278K 0.03%
3,141
238
$270K 0.03%
3,498
239
$268K 0.03%
+3,938
240
$252K 0.03%
6,702
241
$243K 0.03%
5,441
-117
242
$237K 0.03%
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243
$235K 0.02%
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244
$232K 0.02%
9,000
245
$230K 0.02%
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246
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247
$218K 0.02%
1,935
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248
$217K 0.02%
1,983
249
$216K 0.02%
3,348
250
$215K 0.02%
+2,130
7 8 9
10
11