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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$250K 0.02%
1,924
+175
252
$243K 0.02%
898
253
$239K 0.02%
5,157
-260
254
$235K 0.02%
4,775
255
$234K 0.02%
2,735
256
$232K 0.02%
3,120
-378
257
$232K 0.02%
1,557
258
$231K 0.02%
2,721
-54
259
$229K 0.02%
1,927
-1,633
260
$228K 0.02%
3,865
261
$226K 0.02%
+5,550
262
$224K 0.02%
5,262
+276
263
$221K 0.02%
2,250
264
$216K 0.02%
1,519
+28
265
$215K 0.02%
6,192
266
$215K 0.02%
3,915
267
$211K 0.02%
875
268
$208K 0.02%
+695
269
$207K 0.02%
12,056
270
$207K 0.02%
+5,000
271
$202K 0.01%
4,225
272
$156K 0.01%
15,000
273
$32K ﹤0.01%
960
274
$17K ﹤0.01%
667
275
– –
-1,538
8 9 10
11
12