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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$214K 0.02%
2,735
227
$211K 0.02%
+3,990
228
$201K 0.02%
3,245
-2,093
229
$199K 0.02%
22,900
230
$175K 0.02%
5,639
+426
231
$81K 0.01%
15,000
232
$3K ﹤0.01%
667
233
– –
-4,500
234
– –
-3,500
235
– –
-15,026
236
– –
-2,033
237
– –
-7,000
238
– –
-4,573
239
– –
-8,256
240
– –
-4,120
241
– –
-3,679
242
– –
-2,702
6 7 8 9
10