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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$354K 0.03%
+3,795
227
$351K 0.03%
3,779
228
$349K 0.03%
13,900
229
$347K 0.03%
8,514
230
$332K 0.02%
22,900
231
$317K 0.02%
4,999
-315
232
$309K 0.02%
4,146
233
$309K 0.02%
1,272
234
$303K 0.02%
+1,202
235
$300K 0.02%
2,000
236
$293K 0.02%
4,500
-250
237
$292K 0.02%
3,510
238
$292K 0.02%
4,278
-50
239
$285K 0.02%
3,498
-153
240
$269K 0.02%
4,986
241
$260K 0.02%
2,982
242
$256K 0.02%
3,990
243
$252K 0.02%
1,383
244
$246K 0.02%
6,000
245
$238K 0.02%
840
246
$237K 0.02%
4,505
-1,678
247
$237K 0.02%
+898
248
$233K 0.02%
2,775
249
$233K 0.02%
+4,250
250
$228K 0.02%
2,735
7 8 9
10
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