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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.33M 0.66%
68,316
-14
52
$5.3M 0.65%
165,072
+2,300
53
$5.2M 0.64%
186,166
-12,211
54
$5.06M 0.62%
24,510
-330
55
$5.03M 0.62%
171,849
+5,910
56
$4.86M 0.6%
64,134
+709
57
$4.86M 0.6%
109,444
+4,698
58
$4.75M 0.58%
66,561
59
$4.66M 0.57%
74,675
-1,980
60
$4.61M 0.57%
51,818
+3,130
61
$4.52M 0.56%
27,144
-115
62
$4.33M 0.53%
128,252
-20,405
63
$4.19M 0.52%
39,041
+3,380
64
$4.19M 0.51%
128,993
-25,891
65
$4.16M 0.51%
105,685
+650
66
$4.11M 0.5%
56,083
-380
67
$4.06M 0.5%
46,726
-2,619
68
$3.85M 0.47%
90,722
-950
69
$3.82M 0.47%
29,225
-450
70
$3.82M 0.47%
46,444
-2,750
71
$3.71M 0.46%
102,934
-1,260
72
$3.56M 0.44%
37,032
+560
73
$3.47M 0.43%
25,759
+5,345
74
$3.4M 0.42%
69,844
-454
75
$3.35M 0.41%
44,909
+6,420
1 2
3
4 5