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
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.63M 0.45%
55,469
+390
77
$3.41M 0.42%
48,046
+1,575
78
$3.29M 0.41%
51,040
+1,300
79
$3.21M 0.4%
31,000
80
$3.2M 0.4%
50,597
81
$3.19M 0.4%
115,937
-241
82
$3.01M 0.37%
21,488
+11
83
$2.97M 0.37%
111,160
+1,800
84
$2.9M 0.36%
47,873
-775
85
$2.8M 0.35%
58,425
+11,400
86
$2.73M 0.34%
34,580
+1,215
87
$2.73M 0.34%
43,908
88
$2.71M 0.34%
15,753
+5
89
$2.71M 0.34%
86,632
-35
90
$2.7M 0.34%
38,070
-150
91
$2.64M 0.33%
19,665
+535
92
$2.6M 0.32%
27,414
-1,320
93
$2.51M 0.31%
46,201
+44
94
$2.46M 0.31%
65,996
-907
95
$2.4M 0.3%
23,313
96
$2.36M 0.29%
30,164
-1,100
97
$2.23M 0.28%
22,080
-100
98
$2.12M 0.26%
64,820
+20,025
99
$2.11M 0.26%
92,922
+2,200
100
$2.1M 0.26%
12,671
-103
2 3
4
5 6