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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.79M 0.6%
100,498
+37,659
52
$5.57M 0.58%
63,522
-1,298
53
$5.43M 0.56%
43,655
+4,238
54
$5.37M 0.56%
73,772
-1,191
55
$5.25M 0.55%
21,351
+3,757
56
$5.24M 0.54%
95,692
+57
57
$4.89M 0.51%
113,868
58
$4.86M 0.51%
118,354
-59
59
$4.41M 0.46%
56,123
-622
60
$4.4M 0.46%
30,313
+1,403
61
$4.3M 0.45%
28,110
+256
62
$4.27M 0.44%
20,514
-246
63
$4.19M 0.44%
44,996
+1,887
64
$4.15M 0.43%
27,153
+108
65
$4.11M 0.43%
85,856
-464
66
$4.11M 0.43%
27,379
+3,132
67
$4.08M 0.42%
80,053
-100
68
$4.07M 0.42%
96,281
+12,295
69
$4.04M 0.42%
26,630
+1,759
70
$3.97M 0.41%
214,737
+2,221
71
$3.94M 0.41%
147,896
-8,980
72
$3.77M 0.39%
27,025
+1,359
73
$3.73M 0.39%
120,000
+3,242
74
$3.63M 0.38%
59,473
75
$3.61M 0.38%
18,123
1 2
3
4 5