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
$659M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.4M
3
+$16.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.3M
5
SRCL
Stericycle Inc
SRCL
+$13.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.36%
2 Technology 12.4%
3 Industrials 12.24%
4 Consumer Staples 11.28%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.62%
+154,238
52
$4.09M 0.62%
+99,769
53
$4M 0.61%
+104,036
54
$3.77M 0.57%
+109,035
55
$3.76M 0.57%
+106,840
56
$3.74M 0.57%
+269,100
57
$3.73M 0.57%
+106,930
58
$3.71M 0.56%
+22
59
$3.69M 0.56%
+84,836
60
$3.59M 0.55%
+122,664
61
$3.58M 0.54%
+79,044
62
$3.54M 0.54%
+72,704
63
$3.44M 0.52%
+49,932
64
$3.36M 0.51%
+39,642
65
$3.35M 0.51%
+73,346
66
$3.33M 0.51%
+55,139
67
$3.3M 0.5%
+57,595
68
$3.28M 0.5%
+51,145
69
$3.23M 0.49%
+50,583
70
$3.21M 0.49%
+56,044
71
$3.15M 0.48%
+49,751
72
$3.14M 0.48%
+13,501
73
$3.12M 0.47%
+51,603
74
$2.83M 0.43%
+39,663
75
$2.82M 0.43%
+53,374
1 2
3
4 5