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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.42M 0.62%
33,153
+34
52
$6.81M 0.57%
51,921
-2,912
53
$6.63M 0.55%
24,187
+905
54
$6.57M 0.55%
129,428
-5,292
55
$6.38M 0.53%
84,570
-505
56
$6.24M 0.52%
43,516
+42
57
$6.06M 0.51%
55,640
+2,280
58
$6.06M 0.51%
49,151
+1,500
59
$5.87M 0.49%
20,957
-1,129
60
$5.87M 0.49%
119,549
-4,181
61
$5.84M 0.49%
65,260
-16,715
62
$5.64M 0.47%
72,128
+6,800
63
$5.42M 0.45%
92,099
-3,503
64
$5.4M 0.45%
59,272
+3,319
65
$5.38M 0.45%
34,542
-1,549
66
$5.1M 0.43%
27,023
-1,179
67
$4.97M 0.42%
28,475
+45
68
$4.39M 0.37%
9,166
+808
69
$4.12M 0.34%
37,283
+1,020
70
$4.07M 0.34%
108,876
-11,951
71
$3.84M 0.32%
73,278
-350
72
$3.83M 0.32%
46,464
+14,466
73
$3.66M 0.31%
65,658
-1,000
74
$3.57M 0.3%
14,518
+420
75
$3.26M 0.27%
23,076
+2,147
1 2
3
4 5