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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$238K 0.02%
3,510
227
$237K 0.02%
2,833
-375
228
$231K 0.02%
1,383
229
$225K 0.02%
3,842
-100
230
$222K 0.02%
1,336
-1,335
231
$221K 0.02%
5,819
-9,579
232
$219K 0.02%
4,075
233
$215K 0.02%
+3,683
234
$215K 0.02%
2,750
-100
235
$215K 0.02%
+1,699
236
$215K 0.02%
2,383
-819
237
$213K 0.02%
722
238
$212K 0.02%
2,250
239
$211K 0.02%
3,120
240
$209K 0.02%
12,056
241
$209K 0.02%
6,323
+129
242
$202K 0.02%
3,916
243
$200K 0.02%
+2,270
244
$180K 0.01%
15,000
245
$144K 0.01%
7,333
246
$142K 0.01%
17,407
-535
247
$104K 0.01%
12,397
248
$69K 0.01%
24,197
249
– –
-614
250
– –
-814
7 8 9
10
11