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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.96M 0.54%
26,258
-282
52
$5.73M 0.52%
24,054
-396
53
$5.45M 0.49%
32,844
-966
54
$5.34M 0.48%
25,410
-5
55
$5.09M 0.46%
130,192
+1,200
56
$5.06M 0.46%
70,335
+2,488
57
$4.96M 0.45%
59,024
+105
58
$4.85M 0.44%
36,215
-320
59
$4.78M 0.43%
131,504
-27,544
60
$4.75M 0.43%
57,345
61
$4.62M 0.42%
104,864
+112
62
$4.6M 0.42%
27,033
-901
63
$4.37M 0.4%
38,651
-97
64
$4.27M 0.39%
82,383
-1,071
65
$3.95M 0.36%
42,907
-80
66
$3.95M 0.36%
85,327
-8,925
67
$3.88M 0.35%
18,121
-2
68
$3.83M 0.35%
7,889
+510
69
$3.75M 0.34%
51,200
-60
70
$3.75M 0.34%
135,320
-16
71
$3.67M 0.33%
58,183
-50
72
$3.63M 0.33%
73,556
-2,867
73
$3.37M 0.31%
42,753
-2,188
74
$3.24M 0.29%
26,442
+231
75
$3.2M 0.29%
15,825
-2
1 2
3
4 5