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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$367K 0.03%
6,057
227
$366K 0.03%
8,115
-24,793
228
$362K 0.03%
1,199
+300
229
$344K 0.02%
+2,465
230
$342K 0.02%
2,075
+477
231
$337K 0.02%
2,561
+309
232
$329K 0.02%
1,202
233
$328K 0.02%
4,999
234
$324K 0.02%
+1,355
235
$315K 0.02%
4,006
236
$314K 0.02%
1,383
237
$312K 0.02%
2,423
238
$312K 0.02%
+2,088
239
$306K 0.02%
21,900
240
$305K 0.02%
4,150
-268
241
$301K 0.02%
21,520
242
$295K 0.02%
11,274
+250
243
$294K 0.02%
4,075
244
$290K 0.02%
4,557
-220
245
$290K 0.02%
+2,545
246
$288K 0.02%
+1,715
247
$284K 0.02%
2,775
248
$280K 0.02%
+2,558
249
$280K 0.02%
3,120
250
$275K 0.02%
3,568
8 9
10
11 12