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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.51M 0.64%
64,263
+2,485
52
$8.42M 0.63%
327,837
-236
53
$8.4M 0.63%
37,793
+445
54
$8.22M 0.62%
129,141
-27,072
55
$6.89M 0.52%
22,520
-443
56
$6.84M 0.51%
61,254
-5,106
57
$6.41M 0.48%
77,370
+51,195
58
$6.31M 0.47%
26,257
-58
59
$6.23M 0.47%
59,699
+650
60
$6.04M 0.45%
31,794
-275
61
$5.73M 0.43%
129,446
-480
62
$5.71M 0.43%
36,162
+619
63
$5.7M 0.43%
134,750
-570
64
$5.62M 0.42%
105,334
-80
65
$5.53M 0.42%
27,056
+151
66
$5.36M 0.4%
67,617
-15,187
67
$5.34M 0.4%
68,162
+3,325
68
$5.25M 0.39%
42,582
-296
69
$5.14M 0.39%
49,660
-120
70
$4.97M 0.37%
15,719
-81
71
$4.82M 0.36%
93,742
-11,139
72
$4.66M 0.35%
50,705
-2,515
73
$4.55M 0.34%
23,610
-750
74
$4.54M 0.34%
70,903
-3,706
75
$4.53M 0.34%
14,888
-3,233
1 2
3
4 5