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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.48M 0.61%
57,179
+31
52
$7.47M 0.61%
82,094
+964
53
$7.38M 0.61%
57,024
+2,910
54
$7.29M 0.6%
46,934
+1,189
55
$7.29M 0.6%
50,273
-13,085
56
$7.09M 0.58%
23,479
-183
57
$7.02M 0.58%
48,977
-3,332
58
$6.98M 0.57%
312,012
+40,639
59
$6.67M 0.55%
56,940
+5,586
60
$6.42M 0.53%
68,039
-7,462
61
$5.58M 0.46%
26,863
-200
62
$5.47M 0.45%
53,123
+607
63
$5.41M 0.44%
66,748
+28,968
64
$5.31M 0.44%
13,628
-590
65
$5.16M 0.42%
104,175
-14,627
66
$5.15M 0.42%
24,263
-1,040
67
$4.71M 0.39%
10,975
-540
68
$4.63M 0.38%
72,291
-65
69
$4.46M 0.37%
49,040
70
$4.25M 0.35%
24,286
-1,375
71
$3.79M 0.31%
12,102
72
$3.78M 0.31%
65,558
-6,290
73
$3.51M 0.29%
9,808
-1,060
74
$3.51M 0.29%
79,158
+3,418
75
$3.42M 0.28%
29,062
-289
1 2
3
4 5