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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$349K 0.03%
6,440
-190
227
$340K 0.02%
1,383
228
$340K 0.02%
4,999
229
$340K 0.02%
4,128
230
$339K 0.02%
+1,061
231
$335K 0.02%
+675
232
$335K 0.02%
4,075
233
$326K 0.02%
984
-60
234
$320K 0.02%
6,391
+1,289
235
$317K 0.02%
21,900
236
$309K 0.02%
755
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237
$308K 0.02%
4,524
-891
238
$301K 0.02%
4,275
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239
$301K 0.02%
1,202
240
$300K 0.02%
3,510
241
$300K 0.02%
840
242
$298K 0.02%
1,890
243
$289K 0.02%
1,900
244
$287K 0.02%
21,520
245
$285K 0.02%
2,982
246
$274K 0.02%
+1,155
247
$270K 0.02%
4,696
-356
248
$257K 0.02%
2,300
249
$256K 0.02%
3,990
+959
250
$256K 0.02%
6,000
8 9
10
11 12