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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.51M 1.12%
82,991
-1,771
27
$8.34M 1.1%
101,102
-2,934
28
$8.1M 1.07%
121,568
+7,685
29
$6.74M 0.89%
213,560
-18,494
30
$6.6M 0.87%
61,530
-1,375
31
$6.47M 0.85%
117,236
+13,497
32
$6.44M 0.85%
46,254
+3,584
33
$6.34M 0.84%
61,158
+836
34
$6.16M 0.81%
55,474
35
$6.04M 0.8%
48,076
+837
36
$5.99M 0.79%
118,539
+17,183
37
$5.95M 0.78%
52,013
-805
38
$5.95M 0.78%
60,655
-1,387
39
$5.91M 0.78%
190,853
+183,878
40
$5.89M 0.78%
110,049
-242
41
$5.73M 0.75%
65,306
-1,795
42
$5.69M 0.75%
82,462
-48
43
$5.62M 0.74%
113,070
-1,080
44
$5.5M 0.72%
69,320
-268
45
$5.31M 0.7%
83,272
-1,756
46
$5.29M 0.7%
92,578
+1,757
47
$5.15M 0.68%
161,350
+8,425
48
$5.11M 0.67%
172,692
-900
49
$4.78M 0.63%
77,557
-1,592
50
$4.62M 0.61%
155,640
-4,200
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