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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$224K 0.02%
3,437
+5
252
$223K 0.02%
1,358
-54
253
$216K 0.02%
+896
254
$215K 0.02%
+1,557
255
$214K 0.02%
3,915
256
$212K 0.02%
4,200
257
$211K 0.02%
+5,417
258
$209K 0.02%
12,056
259
$206K 0.02%
+2,250
260
$200K 0.02%
+2,005
261
$135K 0.01%
15,000
262
$13K ﹤0.01%
667
263
– –
-1,500
264
– –
-4,573
265
– –
-3,679
266
$0 ﹤0.01%
+1,744
7 8 9 10
11