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
$659M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.4M
3
+$16.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.3M
5
SRCL
Stericycle Inc
SRCL
+$13.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.36%
2 Technology 12.4%
3 Industrials 12.24%
4 Consumer Staples 11.28%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.78M 0.42%
+45,560
77
$2.77M 0.42%
+79,221
78
$2.76M 0.42%
+99,927
79
$2.73M 0.41%
+55,550
80
$2.63M 0.4%
+49,180
81
$2.44M 0.37%
+59,659
82
$2.3M 0.35%
+30,805
83
$2.27M 0.34%
+39,655
84
$2.21M 0.33%
+49,365
85
$2.19M 0.33%
+38,570
86
$2.19M 0.33%
+34,240
87
$2.17M 0.33%
+21,920
88
$2.14M 0.33%
+99,600
89
$2.13M 0.32%
+18,555
90
$2.13M 0.32%
+87,791
91
$2.1M 0.32%
+34,772
92
$2.02M 0.31%
+92,780
93
$1.98M 0.3%
+23,142
94
$1.82M 0.28%
+21,193
95
$1.8M 0.27%
+30,555
96
$1.75M 0.27%
+41,196
97
$1.75M 0.27%
+20,710
98
$1.72M 0.26%
+30,285
99
$1.71M 0.26%
+34,235
100
$1.69M 0.26%
+80,392
2 3
4
5 6