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
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$214K 0.02%
+3,216
252
$211K 0.02%
+2,690
253
$207K 0.02%
3,990
254
$201K 0.02%
+618
255
$200K 0.02%
+3,522
256
$58K 0.01%
2,250
257
$41K ﹤0.01%
1,570
258
$20K ﹤0.01%
408
259
$5K ﹤0.01%
667
260
– –
-5,000
261
– –
-4,006
262
– –
-5,800
263
– –
-31,000
264
– –
-2,025
7 8 9 10
11