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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 1.2%
190,884
+2,448
27
$12.9M 1.17%
61,972
+4,680
28
$12.6M 1.14%
291,243
+155
29
$12.2M 1.1%
48,401
+3,004
30
$12.1M 1.1%
35,655
-1,379
31
$11.3M 1.03%
103,878
-110
32
$10.7M 0.97%
21,758
+815
33
$10.5M 0.95%
55,096
-1,183
34
$10.4M 0.95%
106,572
-314
35
$10.3M 0.94%
74,647
+521
36
$10.3M 0.93%
146,134
-9,154
37
$10.2M 0.92%
164,568
-10,567
38
$10.1M 0.92%
25,722
-86
39
$10.1M 0.92%
36,314
-2,523
40
$10M 0.91%
27,865
-59
41
$9.11M 0.83%
153,119
+1,186
42
$9.07M 0.82%
155,274
+214
43
$8.41M 0.76%
92,050
-1,520
44
$7.99M 0.73%
36,403
-34
45
$7.43M 0.67%
93,920
+753
46
$7.38M 0.67%
84,301
+11,163
47
$6.99M 0.63%
62,702
-389
48
$6.34M 0.58%
65,852
+142
49
$6.33M 0.57%
22,781
-549
50
$6.15M 0.56%
26,481
+219
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2
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