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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.55M 1.07%
134,094
-3,230
27
$8.5M 1.07%
75,160
+822
28
$8.17M 1.03%
117,019
-6,206
29
$8.09M 1.02%
102,409
-1,983
30
$7.69M 0.97%
72,168
-1,825
31
$7.41M 0.93%
238,154
-1,780
32
$7.07M 0.89%
150,992
+244
33
$6.92M 0.87%
109,712
-1,360
34
$6.52M 0.82%
110,391
-1,135
35
$6.5M 0.82%
54,398
-1,895
36
$6.46M 0.81%
55,499
-125
37
$6.27M 0.79%
93,362
-3,277
38
$6.18M 0.78%
64,675
-1,375
39
$5.98M 0.75%
110,039
+2,148
40
$5.96M 0.75%
103,663
-1,455
41
$5.81M 0.73%
45,003
-1,686
42
$5.66M 0.71%
116,523
-2,691
43
$5.65M 0.71%
59,995
+1,935
44
$5.32M 0.67%
143,757
-42,922
45
$5.28M 0.66%
130,163
-11,441
46
$5.21M 0.66%
212,800
-5,084
47
$5.14M 0.65%
64,067
-2,755
48
$5.11M 0.64%
128,894
+13,350
49
$5.05M 0.64%
102,936
-634
50
$4.84M 0.61%
46,184
+119
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