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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.33M 0.41%
37,875
-120
77
$3.24M 0.4%
58,798
+525
78
$3.11M 0.38%
31,902
+7,722
79
$3.08M 0.38%
38,409
-490
80
$3.07M 0.38%
19,980
+1,115
81
$3.06M 0.38%
39,495
82
$2.95M 0.36%
61,652
+43
83
$2.95M 0.36%
26,040
-2,424
84
$2.9M 0.36%
18,743
+163
85
$2.87M 0.35%
25,292
-905
86
$2.85M 0.35%
18,711
+1,100
87
$2.85M 0.35%
47,656
-200
88
$2.68M 0.33%
40,268
-3,656
89
$2.64M 0.32%
25,542
-1,110
90
$2.61M 0.32%
17,794
+503
91
$2.51M 0.31%
46,154
-1,125
92
$2.43M 0.3%
17,936
+25
93
$2.39M 0.29%
27,953
-992
94
$2.37M 0.29%
14,450
-500
95
$2.31M 0.28%
11,819
-130
96
$2.26M 0.28%
72,039
-1,194
97
$2.23M 0.27%
44,965
+8,585
98
$2.17M 0.27%
21,693
+1,906
99
$2.11M 0.26%
25,445
+1,125
100
$2.11M 0.26%
85,715
-536
2 3
4
5 6