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
$703M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.4M
3
+$885K
4
FAST icon
Fastenal
FAST
+$828K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$622K

Top Sells

1
+$1.05M
2
+$686K
3
+$666K
4
JNJ icon
Johnson & Johnson
JNJ
+$583K
5
RTX icon
RTX Corp
RTX
+$391K

Sector Composition

1 Healthcare 16.42%
2 Industrials 13.18%
3 Technology 12.26%
4 Consumer Staples 10.43%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.13M 0.44%
49,705
+525
77
$3.01M 0.43%
44,775
-785
78
$2.99M 0.43%
49,683
-900
79
$2.9M 0.41%
13,501
80
$2.78M 0.4%
58,409
-1,250
81
$2.75M 0.39%
53,274
-100
82
$2.69M 0.38%
78,221
-1,000
83
$2.44M 0.35%
103,185
+3,585
84
$2.41M 0.34%
38,570
85
$2.34M 0.33%
18,442
-113
86
$2.31M 0.33%
30,580
-225
87
$2.26M 0.32%
48,865
-500
88
$2.26M 0.32%
21,570
-350
89
$2.22M 0.32%
33,836
-404
90
$2.19M 0.31%
38,643
-1,012
91
$2.12M 0.3%
40,946
-250
92
$2.07M 0.29%
31,500
93
$2.04M 0.29%
86,795
+37,683
94
$2.01M 0.29%
87,674
-117
95
$2M 0.29%
26,868
+18,764
96
$1.97M 0.28%
21,193
97
$1.9M 0.27%
20,635
-75
98
$1.89M 0.27%
34,330
-442
99
$1.85M 0.26%
30,510
-45
100
$1.84M 0.26%
23,042
-100
2 3
4
5 6