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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.82M 0.61%
125,511
+14,652
52
$4.68M 0.59%
138,045
+5,726
53
$4.59M 0.58%
113,410
-500
54
$4.59M 0.58%
103,897
-2,630
55
$4.56M 0.57%
42,573
+260
56
$4.53M 0.57%
47,623
-3,431
57
$4.52M 0.57%
29,082
-3,520
58
$4.52M 0.57%
149,325
+3,890
59
$4.51M 0.57%
141,871
+2,339
60
$4.43M 0.56%
50,282
-142
61
$4.23M 0.53%
194,960
-24,400
62
$4.16M 0.52%
68,519
-1,816
63
$4.14M 0.52%
80,349
-7,160
64
$4.09M 0.51%
35,833
-699
65
$4.08M 0.51%
42,256
+806
66
$3.82M 0.48%
57,069
-750
67
$3.79M 0.48%
138,007
-750
68
$3.76M 0.47%
46,895
-915
69
$3.75M 0.47%
57,304
-200
70
$3.73M 0.47%
79,974
-23,357
71
$3.66M 0.46%
74,610
-1,355
72
$3.56M 0.45%
53,430
+2,390
73
$3.55M 0.45%
43,502
-2,300
74
$3.49M 0.44%
89,065
-5,600
75
$3.38M 0.43%
55,595
+126
1 2
3
4 5