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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 1.2%
63,056
+818
27
$16M 1.16%
99,263
-1,215
28
$15.9M 1.15%
202,122
-4,602
29
$14.9M 1.08%
30,999
-1,030
30
$14.8M 1.07%
107,875
+335
31
$14.1M 1.02%
24,561
+1,371
32
$13.8M 1%
50,978
-648
33
$13.3M 0.97%
122,139
-5,385
34
$12.8M 0.93%
150,642
-8,367
35
$12.8M 0.93%
20,537
+89
36
$12.7M 0.92%
48,042
+2,593
37
$12.2M 0.88%
103,214
+108
38
$12.1M 0.88%
149,460
+1,760
39
$10.9M 0.79%
78,113
-1,202
40
$10.8M 0.79%
30,311
-529
41
$10.4M 0.75%
63,362
-212
42
$9.93M 0.72%
161,763
-6,122
43
$9.54M 0.69%
88,449
+558
44
$9.53M 0.69%
63,345
-1,738
45
$9.24M 0.67%
73,526
+2,090
46
$9.22M 0.67%
38,226
+271
47
$9.11M 0.66%
110,589
+418
48
$9.09M 0.66%
172,900
-788
49
$8.87M 0.64%
338,402
+6,312
50
$8.42M 0.61%
165,694
-7,663
1
2
3 4 5