BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
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 +$8.08M
2 +$3.04M
3 +$2.91M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$2.68M
5
ADBE icon
Adobe
ADBE
+$2.33M

Top Sells

1 +$8.44M
2 +$3.06M
3 +$2.36M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.16M
5
ATR icon
AptarGroup
ATR
+$1.81M

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
276
$0 ﹤0.01%
10,000