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
276
$213K 0.02%
3,915
277
$207K 0.01%
+1,730
278
$207K 0.01%
1,618
-52
279
$203K 0.01%
2,850
280
$163K 0.01%
15,000
281
$15K ﹤0.01%
667
282
$15K ﹤0.01%
960
283
– –
-10,617
284
– –
-6,192
285
– –
-2,963
286
– –
-6,805
287
– –
-2,528
288
– –
-5,000
289
– –
-10,132
290
– –
-785
291
– –
-1,281
292
– –
-9,130
8 9 10 11
12