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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$292K 0.02%
4,130
227
$292K 0.02%
2,787
228
$282K 0.02%
5,440
229
$280K 0.02%
3,481
230
$274K 0.02%
2,978
-557
231
$274K 0.02%
4,840
-225
232
$274K 0.02%
3,408
-91
233
$254K 0.02%
2,423
234
$246K 0.02%
2,969
235
$238K 0.02%
6,594
-459
236
$236K 0.02%
3,510
237
$236K 0.02%
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238
$230K 0.02%
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239
$228K 0.02%
1,009
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240
$224K 0.02%
3,865
241
$218K 0.02%
+1,000
242
$216K 0.02%
+5,728
243
$214K 0.02%
+3,916
244
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245
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3,596
246
$214K 0.02%
4,075
247
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2,382
-382
248
$210K 0.02%
1,449
249
$208K 0.02%
+814
250
$208K 0.02%
6,000
7 8 9
10
11