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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$274K 0.02%
1,818
+294
252
$274K 0.02%
1,500
-400
253
$270K 0.02%
3,510
254
$270K 0.02%
3,900
255
$268K 0.02%
6,461
256
$261K 0.02%
840
257
$252K 0.02%
2,735
258
$251K 0.02%
2,881
259
$250K 0.02%
5,157
260
$248K 0.02%
5,440
-1,000
261
$243K 0.02%
4,986
262
$240K 0.02%
2,300
263
$239K 0.02%
+1,072
264
$236K 0.02%
1,557
265
$234K 0.02%
12,056
266
$230K 0.02%
4,225
267
$229K 0.02%
3,865
268
$227K 0.02%
2,250
269
$227K 0.02%
+2,969
270
$224K 0.02%
755
271
$220K 0.02%
1,610
272
$219K 0.02%
875
273
$219K 0.02%
4,775
-252
274
$217K 0.02%
6,000
275
$214K 0.02%
+2,588
8 9 10
11
12