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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.5M 1.27%
161,641
-1,643
27
$14.3M 1.17%
91,503
+1,119
28
$12.9M 1.06%
225,413
+8,797
29
$12.7M 1.04%
22,703
+348
30
$12M 0.98%
27,446
-625
31
$12M 0.98%
80,468
-96
32
$11.1M 0.91%
110,161
+10,742
33
$11M 0.9%
144,947
-4,474
34
$10.7M 0.88%
213,523
-11,479
35
$10.2M 0.84%
70,218
+966
36
$10.2M 0.83%
145,405
-3,593
37
$9.88M 0.81%
58,307
-197
38
$9.25M 0.76%
42,071
-315
39
$8.81M 0.72%
33,437
-502
40
$8.73M 0.72%
90,171
-1,000
41
$8.6M 0.7%
114,377
-3,319
42
$8.29M 0.68%
45,610
-25
43
$8.22M 0.67%
109,450
+9,893
44
$8.05M 0.66%
14,248
+321
45
$7.78M 0.64%
62,955
-15,606
46
$7.67M 0.63%
30,055
-1,848
47
$7.63M 0.63%
16,720
-1,954
48
$7.59M 0.62%
59,851
+3,984
49
$7.56M 0.62%
35,437
+6,333
50
$7.51M 0.62%
158,784
+12,863
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