BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
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
+$3.59M
2
+$1.29M
3
+$1.23M
4
ADBE icon
Adobe
ADBE
+$863K
5
PANW icon
Palo Alto Networks
PANW
+$818K

Top Sells

1
+$5.33M
2
+$4.41M
3
+$1.05M
4
MO icon
Altria Group
MO
+$891K
5
KO icon
Coca-Cola
KO
+$850K

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%
5,724
-169
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
+260
237
$308K 0.02%
10,812
-2,130
238
$301K 0.02%
4,275
-225
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