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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$322K 0.03%
172
-5
227
$315K 0.03%
3,141
228
$300K 0.03%
3,679
229
$287K 0.03%
+6,220
230
$276K 0.03%
1,752
-399
231
$270K 0.03%
+6,218
232
$269K 0.03%
740
233
$269K 0.03%
1,277
-139
234
$264K 0.03%
9,000
235
$259K 0.03%
2,005
+333
236
$259K 0.03%
3,938
237
$248K 0.03%
6,702
238
$245K 0.03%
+1,951
239
$244K 0.03%
618
240
$237K 0.02%
2,735
241
$232K 0.02%
2,750
242
$229K 0.02%
14,040
243
$225K 0.02%
+5,000
244
$223K 0.02%
2,885
245
$222K 0.02%
3,498
246
$220K 0.02%
+1,200
247
$218K 0.02%
+1,983
248
$209K 0.02%
+4,271
249
– –
0
250
$207K 0.02%
+1,250
7 8 9
10
11