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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 1.23%
89,430
+9,304
27
$14.2M 1.19%
153,171
+918
28
$14.1M 1.18%
51,592
+1,275
29
$13.7M 1.14%
37,421
+2,832
30
$13.5M 1.12%
87,868
-1,722
31
$13M 1.08%
155,824
-4,019
32
$12.9M 1.08%
114,017
+899
33
$12.8M 1.07%
166,210
-92,347
34
$12.6M 1.05%
63,362
+662
35
$11.1M 0.92%
101,850
-178
36
$11M 0.92%
48,768
-235
37
$10.8M 0.9%
74,775
+420
38
$10.5M 0.88%
62,931
+386
39
$10.1M 0.84%
132,250
-4,022
40
$9.33M 0.78%
37,803
+374
41
$9.29M 0.78%
22,476
-982
42
$9.05M 0.76%
97,929
+8,194
43
$8.75M 0.73%
60,444
+1,939
44
$8.63M 0.72%
24,618
+3,959
45
$8.04M 0.67%
158,647
-11,555
46
$7.85M 0.66%
157,236
+7,902
47
$7.74M 0.65%
16,280
+2,998
48
$7.66M 0.64%
67,996
+4,263
49
$7.64M 0.64%
344,160
+4,157
50
$7.59M 0.63%
151,523
-11,592
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2
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