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
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.1%
116,613
-4,862
27
$10.1M 1.06%
120,766
-4,329
28
$10M 1.06%
168,180
+1,280
29
$9.78M 1.03%
148,392
-328
30
$9.41M 0.99%
52,959
-35
31
$9.31M 0.98%
174,397
-1,106
32
$9.21M 0.97%
31,102
+171
33
$9.14M 0.96%
116,149
+402
34
$8.6M 0.91%
76,930
+85
35
$8.49M 0.9%
110,020
-1,742
36
$8.44M 0.89%
196,597
-469
37
$8.22M 0.87%
174,665
-1,439
38
$8.17M 0.86%
111,362
+5,529
39
$8.09M 0.85%
85,519
-1,428
40
$8.09M 0.85%
99,168
+3,347
41
$8.06M 0.85%
192,428
+1,480
42
$8M 0.84%
49,743
-187
43
$7.82M 0.82%
42,093
+441
44
$7.81M 0.82%
37,784
+10,407
45
$7.61M 0.8%
112,470
-54
46
$7.36M 0.78%
41,769
+90
47
$6.86M 0.72%
28,094
+2,824
48
$6.68M 0.7%
145,660
-6,820
49
$6.53M 0.69%
39,028
+628
50
$6.05M 0.64%
62,813
+384
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2
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