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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.02M 0.4%
51,481
+15
77
$2.99M 0.39%
39,745
+500
78
$2.9M 0.38%
45,553
-303
79
$2.89M 0.38%
44,502
-3,805
80
$2.86M 0.38%
60,350
81
$2.84M 0.37%
20,075
+1,075
82
$2.84M 0.37%
47,905
-52
83
$2.77M 0.37%
49,921
84
$2.77M 0.36%
43,705
+1,175
85
$2.76M 0.36%
36,035
+9,500
86
$2.62M 0.34%
72,934
-23,905
87
$2.61M 0.34%
19,583
-73
88
$2.55M 0.34%
26,868
-669
89
$2.54M 0.34%
30,935
-2,500
90
$2.48M 0.33%
16,560
+8,135
91
$2.4M 0.32%
35,365
-110
92
$2.36M 0.31%
+168,941
93
$2.33M 0.31%
37,640
+615
94
$2.32M 0.31%
48,020
+976
95
$2.29M 0.3%
35,184
+513
96
$2.28M 0.3%
8,503
+1,380
97
$2.27M 0.3%
76,578
-1,678
98
$2.21M 0.29%
16,591
-195
99
$2.13M 0.28%
57,240
+1,860
100
$2.11M 0.28%
35,790
-20
2 3
4
5 6