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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.47M
3
+$1.72M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.16M

Top Sells

1
+$6.62M
2
+$2.79M
3
+$2.09M
4
JPM icon
JPMorgan Chase
JPM
+$1.96M
5
MIDD icon
Middleby
MIDD
+$1.57M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-4,316
252
– –
-1,596
253
– –
-607
254
– –
-4,864
255
– –
-3,596
256
– –
-2,000
257
– –
-4,698
258
– –
-4,251
259
– –
-12,489
260
$0 ﹤0.01%
10,000
261
– –
-614
7 8 9 10
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