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
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.97M 0.62%
51,054
-12,111
52
$4.8M 0.6%
103,570
-205
53
$4.77M 0.59%
70,335
-2,192
54
$4.75M 0.59%
46,065
+50
55
$4.66M 0.58%
110,859
+3,668
56
$4.61M 0.57%
139,532
-210
57
$4.6M 0.57%
115,544
-790
58
$4.47M 0.55%
42,313
+435
59
$4.46M 0.55%
50,424
-53
60
$4.45M 0.55%
87,509
-1,300
61
$4.39M 0.55%
113,910
-400
62
$4.35M 0.54%
41,450
-113
63
$4.33M 0.54%
106,527
+205
64
$4.3M 0.53%
57,819
-200
65
$4.09M 0.51%
47,810
66
$4.08M 0.51%
219,360
+3,240
67
$3.99M 0.5%
57,504
-2,200
68
$3.9M 0.48%
75,965
-215
69
$3.84M 0.48%
94,665
-350
70
$3.83M 0.48%
36,532
+1,195
71
$3.82M 0.47%
138,757
-525
72
$3.77M 0.47%
54,440
-685
73
$3.76M 0.47%
45,802
-325
74
$3.72M 0.46%
145,435
-3,100
75
$3.68M 0.46%
73,571
-500
1 2
3
4 5