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
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.5M 1.06%
74,338
+6,496
27
$8.47M 1.05%
104,392
+215
28
$8.42M 1.05%
167,778
+2,244
29
$8.33M 1.03%
73,993
+199
30
$8.24M 1.02%
186,679
-3,094
31
$7.84M 0.97%
86,455
+1,300
32
$7.68M 0.95%
239,934
+150
33
$6.95M 0.86%
111,526
34
$6.8M 0.84%
56,293
+100
35
$6.61M 0.82%
55,624
36
$6.44M 0.8%
46,689
-264
37
$6.34M 0.79%
111,072
+3,808
38
$6.15M 0.76%
141,604
-1,606
39
$6.09M 0.76%
66,050
-675
40
$6M 0.74%
105,118
-1,049
41
$5.92M 0.73%
107,891
+240
42
$5.81M 0.72%
119,214
+3,931
43
$5.67M 0.7%
217,884
+200
44
$5.66M 0.7%
96,639
-35
45
$5.52M 0.68%
58,060
+2,125
46
$5.03M 0.63%
66,822
-1,100
47
$5.03M 0.62%
103,331
-20
48
$5.02M 0.62%
150,748
+2,346
49
$5M 0.62%
32,602
-1,532
50
$4.99M 0.62%
132,319
+1,900
1
2
3 4 5