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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.27M 0.59%
33,119
+693
52
$8.01M 0.57%
22,086
-6,616
53
$7.9M 0.56%
87,918
+4,805
54
$7.54M 0.54%
149,334
-7,757
55
$7.42M 0.53%
53,360
+2,100
56
$7.4M 0.53%
13,282
+1,578
57
$7.05M 0.5%
43,474
-1,975
58
$6.97M 0.5%
23,282
+241
59
$6.86M 0.49%
134,720
-1,087
60
$6.57M 0.47%
47,651
+890
61
$6.42M 0.46%
28,202
-2,250
62
$5.99M 0.43%
120,827
+50,432
63
$5.78M 0.41%
36,091
-21,631
64
$5.76M 0.41%
85,075
-2,275
65
$5.75M 0.41%
28,430
-3,029
66
$5.67M 0.4%
95,602
-15,693
67
$5.62M 0.4%
123,730
-8,000
68
$5.57M 0.4%
65,328
-65
69
$4.81M 0.34%
8,358
+82
70
$4.59M 0.33%
55,953
+756
71
$4.44M 0.32%
20,929
+624
72
$4.39M 0.31%
16,907
-8,230
73
$4.32M 0.31%
36,263
-155
74
$4.08M 0.29%
132,326
75
$4M 0.28%
14,098
1 2
3
4 5