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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.15M 0.57%
46,440
+607
52
$7.09M 0.57%
24,022
-254
53
$6.92M 0.55%
90,831
-5,363
54
$6.82M 0.55%
13,724
+3,742
55
$6.79M 0.54%
306,389
-3,798
56
$6.78M 0.54%
133,543
-6,749
57
$6.74M 0.54%
118,802
58
$6.52M 0.52%
28,815
-247
59
$6.31M 0.51%
73,871
-6,215
60
$6.19M 0.5%
59,685
+120
61
$5.95M 0.48%
51,880
+13,954
62
$5.66M 0.45%
53,189
+101
63
$5.6M 0.45%
28,005
-299
64
$5.24M 0.42%
52,452
-600
65
$5.24M 0.42%
25,662
-58
66
$5.15M 0.41%
26,134
-108
67
$5.08M 0.41%
106,278
+5,001
68
$4.81M 0.39%
14,318
-200
69
$4.47M 0.36%
13,937
-1,149
70
$4.39M 0.35%
30,605
-50
71
$4.31M 0.35%
73,637
-5,960
72
$4.01M 0.32%
103,028
-8,386
73
$3.9M 0.31%
49,040
-8,336
74
$3.66M 0.29%
8,913
+68
75
$3.62M 0.29%
36,192
+355
1 2
3
4 5