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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.6M 1.25%
99,443
+704
27
$17M 1.21%
80,126
+13,492
28
$16.8M 1.19%
62,700
-27
29
$16.2M 1.15%
50,317
+977
30
$16M 1.14%
159,843
-4,638
31
$15.8M 1.12%
34,589
+8,639
32
$15.4M 1.1%
152,253
+1,774
33
$14.8M 1.05%
113,118
+2,770
34
$14.5M 1.03%
89,590
+3,295
35
$12.7M 0.91%
49,003
-1,459
36
$12.1M 0.86%
102,028
-422
37
$11.5M 0.82%
23,458
-4,104
38
$11.4M 0.81%
74,355
-2,400
39
$11.3M 0.8%
20,659
+295
40
$10.6M 0.76%
136,272
+8,172
41
$10.5M 0.74%
62,545
-294
42
$9.69M 0.69%
81,975
+49,611
43
$9.68M 0.69%
89,735
-15,264
44
$9.53M 0.68%
58,505
-845
45
$9.26M 0.66%
37,429
-100
46
$9.08M 0.65%
54,833
-3,410
47
$8.69M 0.62%
63,733
+114
48
$8.62M 0.61%
170,202
-15,987
49
$8.35M 0.59%
163,115
-9,257
50
$8.31M 0.59%
340,003
+4,286
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