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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.5M 1.32%
54,299
+980
27
$14.8M 1.19%
29,584
-306
28
$14.5M 1.16%
37,684
+258
29
$14.3M 1.15%
92,301
-539
30
$13.2M 1.06%
82,980
-1,225
31
$12.7M 1.01%
152,172
-450
32
$11.4M 0.91%
69,899
+9,638
33
$11.1M 0.89%
148,924
-2,260
34
$10.9M 0.88%
83,441
-30,304
35
$10.9M 0.87%
59,851
-607
36
$10.8M 0.86%
214,425
-1,951
37
$10.2M 0.82%
68,443
-230
38
$10.1M 0.81%
45,368
-1,531
39
$9.76M 0.78%
21,298
-398
40
$9.59M 0.77%
94,678
-99
41
$9.37M 0.75%
87,168
+2,721
42
$9.27M 0.74%
33,154
+200
43
$9.2M 0.74%
19,800
+531
44
$8.92M 0.71%
116,576
-1,712
45
$8.4M 0.67%
80,188
+6,124
46
$8.39M 0.67%
86,739
-2,324
47
$8.26M 0.66%
63,415
-7,208
48
$7.82M 0.63%
46,239
-17
49
$7.57M 0.61%
53,970
-5,271
50
$7.26M 0.58%
32,284
-285
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