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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.38M 0.43%
69,166
-4,405
77
$3.38M 0.42%
48,381
+335
78
$3.34M 0.42%
49,355
+1,482
79
$3.31M 0.42%
92,134
+27,314
80
$3.19M 0.4%
50,870
-3,570
81
$3.08M 0.39%
112,500
+1,340
82
$3.08M 0.39%
116,280
+343
83
$3.07M 0.39%
30,540
-460
84
$2.89M 0.36%
58,950
+525
85
$2.87M 0.36%
35,185
+605
86
$2.85M 0.36%
50,597
87
$2.71M 0.34%
21,376
-112
88
$2.65M 0.33%
43,233
-675
89
$2.65M 0.33%
15,336
-417
90
$2.62M 0.33%
39,245
+1,175
91
$2.59M 0.33%
85,102
-1,530
92
$2.57M 0.32%
54,216
+37,980
93
$2.55M 0.32%
45,387
-814
94
$2.49M 0.31%
19,220
-445
95
$2.48M 0.31%
27,102
-312
96
$2.39M 0.3%
32,893
+10,710
97
$2.26M 0.28%
29,089
-1,075
98
$2.2M 0.28%
34,180
+13,450
99
$2.15M 0.27%
24,220
-205
100
$2.13M 0.27%
12,471
-200
2 3
4
5 6