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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.82M 1.08%
114,573
-337
27
$8.82M 1.08%
54,994
-25
28
$8.77M 1.08%
111,675
+19,435
29
$8.75M 1.08%
128,880
-22,518
30
$8.21M 1.01%
80,234
+28,425
31
$7.91M 0.97%
212,077
-1,149
32
$7.69M 0.95%
98,010
-1,728
33
$7.45M 0.92%
113,036
-275
34
$7.4M 0.91%
56,215
-445
35
$7.17M 0.88%
44,815
-1,137
36
$6.96M 0.86%
76,267
-4,935
37
$6.8M 0.84%
112,093
-838
38
$6.63M 0.82%
149,660
-1,020
39
$6.6M 0.81%
58,431
40
$6.47M 0.8%
178,726
+50
41
$6.45M 0.79%
189,861
-4,382
42
$6.32M 0.78%
129,570
+17,640
43
$6.14M 0.75%
51,763
-50
44
$6.12M 0.75%
93,893
-895
45
$6.05M 0.74%
75,169
+24,571
46
$5.93M 0.73%
44,766
+1,975
47
$5.76M 0.71%
148,740
+54,609
48
$5.74M 0.71%
264,036
-2,272
49
$5.62M 0.69%
43,339
-4,595
50
$5.39M 0.66%
129,960
+46,140
1
2
3 4 5