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
$703M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.4M
3
+$885K
4
FAST icon
Fastenal
FAST
+$828K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$622K

Top Sells

1
+$1.05M
2
+$686K
3
+$666K
4
JNJ icon
Johnson & Johnson
JNJ
+$583K
5
RTX icon
RTX Corp
RTX
+$391K

Sector Composition

1 Healthcare 16.42%
2 Industrials 13.18%
3 Technology 12.26%
4 Consumer Staples 10.43%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.35M 0.62%
121,406
-1,258
52
$4.34M 0.62%
216,400
-1,500
53
$4.3M 0.61%
98,969
-800
54
$4.2M 0.6%
268,800
-300
55
$4.11M 0.58%
150,772
-3,466
56
$4.08M 0.58%
107,723
-230
57
$4.07M 0.58%
72,396
-308
58
$4.01M 0.57%
79,344
+300
59
$3.84M 0.55%
84,236
-600
60
$3.83M 0.54%
57,465
-130
61
$3.76M 0.54%
50,850
-295
62
$3.75M 0.53%
22
63
$3.54M 0.5%
51,003
-600
64
$3.52M 0.5%
73,044
-302
65
$3.5M 0.5%
105,235
-3,800
66
$3.47M 0.49%
54,655
-484
67
$3.46M 0.49%
104,160
-2,770
68
$3.45M 0.49%
106,640
-200
69
$3.42M 0.49%
49,775
+24
70
$3.31M 0.47%
55,839
-205
71
$3.24M 0.46%
32,887
-6,755
72
$3.21M 0.46%
96,912
-3,015
73
$3.19M 0.45%
49,932
74
$3.18M 0.45%
54,800
-750
75
$3.15M 0.45%
39,985
+322
1 2
3
4 5