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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.6M 0.61%
25,174
+35
52
$4.58M 0.6%
256,666
-75,134
53
$4.44M 0.59%
157,964
+18,432
54
$4.43M 0.58%
49,354
+879
55
$4.4M 0.58%
94,788
+5,228
56
$4.36M 0.57%
39,928
+65
57
$4.35M 0.57%
134,426
+49,171
58
$4.28M 0.56%
68,296
+670
59
$4.2M 0.55%
100,501
+1,205
60
$4.04M 0.53%
57,181
-150
61
$4.03M 0.53%
27,811
-137
62
$4.01M 0.53%
116,975
-6,366
63
$3.99M 0.53%
52,719
-700
64
$3.98M 0.52%
139,682
-825
65
$3.94M 0.52%
91,329
-7,950
66
$3.92M 0.52%
122,068
-14,353
67
$3.85M 0.51%
71,255
+464
68
$3.69M 0.49%
107,002
+14,279
69
$3.64M 0.48%
202,542
+57,944
70
$3.49M 0.46%
35,099
-145
71
$3.46M 0.46%
54,232
+775
72
$3.45M 0.45%
69,041
-400
73
$3.34M 0.44%
34,999
+243
74
$3.1M 0.41%
114,550
+2,750
75
$3.02M 0.4%
30,540
1 2
3
4 5