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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.71M 0.56%
14,416
-1,695
52
$7.69M 0.55%
25,763
-828
53
$7.33M 0.53%
38,858
-465
54
$7.11M 0.51%
91,960
-15,789
55
$7.05M 0.51%
27,677
-5,593
56
$6.64M 0.48%
53,624
+2,117
57
$6.62M 0.48%
62,065
-5,793
58
$6.38M 0.46%
42,417
-9,642
59
$6.25M 0.45%
23,345
+567
60
$6.19M 0.45%
50,090
-570
61
$6.17M 0.44%
43,244
-2,760
62
$5.9M 0.42%
76,887
-16,630
63
$5.79M 0.42%
11,442
-923
64
$5.35M 0.39%
223,187
-99,287
65
$5.25M 0.38%
22,988
-952
66
$5.04M 0.36%
5,567
-20
67
$5M 0.36%
22,688
-50
68
$4.94M 0.36%
97,936
-42,973
69
$4.94M 0.36%
44,831
+10,608
70
$4.87M 0.35%
82,384
-48,921
71
$4.48M 0.32%
9,347
-23
72
$4.4M 0.32%
8,039
-2,610
73
$4.3M 0.31%
74,097
+1,521
74
$4.26M 0.31%
67,301
75
$4.17M 0.3%
11,403
-477
1 2
3
4 5