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
$703M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.4M
3
+$885K
4
FAST icon
Fastenal
FAST
+$828K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$622K

Top Sells

1
+$1.05M
2
+$686K
3
+$666K
4
JNJ icon
Johnson & Johnson
JNJ
+$583K
5
RTX icon
RTX Corp
RTX
+$391K

Sector Composition

1 Healthcare 16.42%
2 Industrials 13.18%
3 Technology 12.26%
4 Consumer Staples 10.43%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.83M 1.11%
98,422
-644
27
$7.81M 1.11%
81,220
-475
28
$7.65M 1.09%
246,914
-2,200
29
$6.93M 0.99%
57,627
-1,610
30
$6.64M 0.94%
37,490
-811
31
$6.32M 0.9%
173,946
-100
32
$6.24M 0.89%
165,558
+2,613
33
$6.22M 0.88%
127,896
+1,675
34
$6.19M 0.88%
56,974
+770
35
$6.05M 0.86%
86,922
+56,637
36
$6.05M 0.86%
69,906
-700
37
$5.95M 0.85%
106,922
-1,153
38
$5.9M 0.84%
59,720
+1,150
39
$5.89M 0.84%
251,464
-200
40
$5.46M 0.78%
48,074
-250
41
$5.25M 0.75%
91,917
+1,045
42
$5.23M 0.74%
43,077
-432
43
$5.11M 0.73%
51,223
-1,808
44
$4.98M 0.71%
109,562
-341
45
$4.88M 0.69%
72,170
-1,410
46
$4.86M 0.69%
104,207
+171
47
$4.86M 0.69%
104,236
-417
48
$4.59M 0.65%
121,557
-6,570
49
$4.54M 0.65%
114,766
-1,720
50
$4.51M 0.64%
100,935
-2,795
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