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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.7M 1.27%
22,458
-110
27
$17M 1.23%
71,300
-499
28
$16.4M 1.18%
110,520
-1,200
29
$15.9M 1.14%
93,528
+19,426
30
$14.4M 1.04%
28,830
+16,798
31
$14M 1.01%
197,608
+36,804
32
$13.1M 0.95%
89,846
-28
33
$13.1M 0.95%
26,927
-133
34
$12.8M 0.93%
74,866
-2,482
35
$12M 0.86%
158,899
-842
36
$11.6M 0.84%
37,027
+448
37
$11M 0.79%
12,923
-179
38
$10.9M 0.79%
66,276
-1,941
39
$10.7M 0.77%
79,124
-816
40
$9.97M 0.72%
54,752
-308
41
$9.71M 0.7%
58,906
-1,745
42
$9.61M 0.69%
197,922
+43,279
43
$9.59M 0.69%
76,173
+3,447
44
$9.4M 0.68%
37,607
+107
45
$9.39M 0.68%
46,449
-945
46
$9.15M 0.66%
50,104
+986
47
$9.02M 0.65%
86,839
-785
48
$8.75M 0.63%
51,832
+3,744
49
$8.72M 0.63%
87,854
+1,180
50
$7.74M 0.56%
22,491
-113
1
2
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