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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$227K 0.02%
3,510
252
$220K 0.02%
1,718
-370
253
$215K 0.02%
3,865
254
$214K 0.02%
12,747
255
$212K 0.02%
2,969
256
$211K 0.02%
3,120
257
$207K 0.02%
4,722
-7,176
258
$205K 0.02%
3,915
259
$203K 0.02%
+4,090
260
$203K 0.02%
12,056
261
$201K 0.02%
5,132
-25
262
$136K 0.01%
15,000
263
$12K ﹤0.01%
667
264
$6K ﹤0.01%
960
265
– –
-2,558
266
– –
-1,730
267
– –
-1,072
268
– –
-8,350
269
– –
-2,588
270
– –
-2,850
271
– –
-5,847
272
– –
-1,610
273
– –
-11,274
274
– –
-1,199
275
– –
-2,250
8 9 10
11
12