BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$214K 0.02%
3,898
-192
252
$214K 0.02%
6,954
-18
253
$213K 0.02%
+3,150
254
$212K 0.02%
3,120
255
$207K 0.01%
+355
256
$204K 0.01%
2,588
257
$203K 0.01%
5,106
+434
258
$200K 0.01%
+476
259
$154K 0.01%
14,715
260
$123K 0.01%
7,333
261
$81K 0.01%
12,397
262
– –
-5,727
263
– –
-800
264
– –
-4,275
265
– –
-563
266
– –
-1,462
267
– –
-2,688
268
– –
-2,250
269
– –
-3,506
270
– –
-3,683
271
– –
-2,083
272
– –
-900
273
– –
-2,515
274
– –
-18,129
275
– –
-24,197
8 9 10
11
12