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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$279K 0.02%
1,336
227
$275K 0.02%
2,413
228
$274K 0.02%
830
-1
229
$268K 0.02%
4,124
+7
230
$266K 0.02%
12,056
231
$258K 0.02%
632
232
$257K 0.02%
+2,328
233
$253K 0.02%
3,510
234
$250K 0.02%
930
235
$241K 0.02%
+1,105
236
$236K 0.02%
7,536
-1,549
237
$236K 0.02%
13,896
238
$234K 0.02%
2,400
239
$231K 0.02%
+2,165
240
$228K 0.02%
4,075
241
$225K 0.02%
+1,000
242
$224K 0.02%
1,759
243
$223K 0.02%
3,842
244
$221K 0.02%
15,000
245
$220K 0.02%
3,698
246
$219K 0.02%
756
247
$217K 0.02%
844
248
$217K 0.02%
2,383
249
$216K 0.02%
725
250
$215K 0.02%
+4,200
8 9
10
11 12