BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.56M
3
+$1.45M
4
NKE icon
Nike
NKE
+$922K
5
TEL icon
TE Connectivity
TEL
+$875K

Top Sells

1
+$3.9M
2
+$2.62M
3
+$1.54M
4
WY icon
Weyerhaeuser
WY
+$856K
5
SLB icon
SLB Ltd
SLB
+$525K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30K ﹤0.01%
12,990
-17,305
252
$29K ﹤0.01%
750
-375
253
– –
-5,115
254
– –
-2,985
255
– –
-4,925
256
– –
-32,509
7 8 9 10
11