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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.18%
83,721
-142
27
$11.1M 1.15%
30,201
-1,071
28
$11M 1.14%
53,360
+73
29
$10.8M 1.12%
36,846
+228
30
$10.4M 1.08%
108,458
+6,307
31
$10.2M 1.06%
94,920
-1,212
32
$9.97M 1.03%
189,770
-1,355
33
$9.72M 1.01%
170,168
+40
34
$9.7M 1.01%
179,520
+760
35
$9.69M 1.01%
126,488
-5,670
36
$9.53M 0.99%
72,673
+83
37
$9.47M 0.98%
184,920
+616
38
$9.01M 0.94%
51,842
-635
39
$8.83M 0.92%
104,945
-1,082
40
$8.81M 0.92%
160,786
-11,859
41
$8.14M 0.85%
101,726
+95
42
$7.74M 0.8%
37,279
-42
43
$7.64M 0.79%
60,315
-738
44
$7.48M 0.78%
40,076
-1,683
45
$7.26M 0.75%
26,357
-135
46
$7.15M 0.74%
105,845
-868
47
$6.95M 0.72%
127,463
-4,222
48
$6.52M 0.68%
58,341
+13,450
49
$6.44M 0.67%
28,276
-34
50
$5.85M 0.61%
40,360
+110
1
2
3 4 5