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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$306K 0.03%
2,465
227
$306K 0.03%
6,317
-144
228
$301K 0.03%
3,281
-1,664
229
$296K 0.02%
2,545
230
$289K 0.02%
21,178
-722
231
$289K 0.02%
1,322
-35
232
$287K 0.02%
3,146
-250
233
$278K 0.02%
840
234
$274K 0.02%
4,006
235
$256K 0.02%
2,692
+131
236
$255K 0.02%
2,735
237
$252K 0.02%
2,423
238
$251K 0.02%
1,062
239
$249K 0.02%
5,440
240
$247K 0.02%
+2,360
241
$246K 0.02%
+855
242
$239K 0.02%
4,999
243
$237K 0.02%
4,075
244
$235K 0.02%
4,557
245
$235K 0.02%
21,520
246
$235K 0.02%
+4,296
247
$233K 0.02%
1,383
248
$232K 0.02%
6,000
249
$231K 0.02%
4,150
250
$230K 0.02%
4,225
8 9
10
11 12