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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$206K 0.02%
+614
252
$204K 0.02%
+2,250
253
$204K 0.02%
12,397
254
$180K 0.01%
10,598
255
$172K 0.01%
17,942
256
$158K 0.01%
15,000
257
$128K 0.01%
7,333
258
– –
-4,233
259
– –
-1,381
260
– –
-875
261
– –
-3,875
262
– –
-1,718
263
– –
-2,235
264
– –
-2,082
265
– –
-4,409
266
– –
-11,699
267
– –
-1,100
268
– –
-2,245
269
– –
-4,205
270
– –
-158,409
271
– –
-2,993
7 8 9 10
11