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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.97M 0.58%
83,220
-5,149
52
$7.76M 0.56%
42,579
+6,567
53
$7.73M 0.56%
154,593
-85,431
54
$7.7M 0.56%
142,556
-4,611
55
$7.63M 0.55%
61,664
+1,965
56
$7.6M 0.55%
27,183
+1,296
57
$7.47M 0.54%
22,750
+215
58
$6.9M 0.5%
44,902
+8,119
59
$6.75M 0.49%
50,480
+540
60
$6.75M 0.49%
30,378
+1,590
61
$6.63M 0.48%
131,730
-714
62
$6.45M 0.47%
10,362
+701
63
$6.38M 0.46%
31,470
-272
64
$6.3M 0.46%
26,257
65
$6.06M 0.44%
59,758
-959
66
$5.69M 0.41%
131,112
+1,666
67
$5.65M 0.41%
94,400
-7,101
68
$5.48M 0.4%
42,567
69
$4.95M 0.36%
57,880
-7,243
70
$4.89M 0.35%
33,331
-927
71
$4.42M 0.32%
79,017
+432
72
$4.35M 0.32%
15,567
-152
73
$4.21M 0.31%
24,915
+739
74
$4.12M 0.3%
54,857
-4,496
75
$4.08M 0.3%
81,007
-20,230
1 2
3
4 5