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
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.72M 0.39%
80,465
-1,650
77
$3.72M 0.39%
44,404
-350
78
$3.69M 0.39%
23,173
+3,233
79
$3.62M 0.38%
51,525
+2,365
80
$3.59M 0.38%
17,341
+90
81
$3.48M 0.37%
196,348
-92,405
82
$3.45M 0.36%
36,006
+3,856
83
$3.34M 0.35%
49,897
+50
84
$3.29M 0.35%
21,977
+6,523
85
$3.28M 0.35%
13,607
+1,925
86
$3.28M 0.35%
91,588
-1,262
87
$3.28M 0.35%
18,148
-325
88
$3.24M 0.34%
27,725
-75
89
$3.17M 0.33%
18,990
+314
90
$3.08M 0.33%
21,333
-132
91
$2.99M 0.31%
16,246
92
$2.94M 0.31%
48,640
-400
93
$2.91M 0.31%
82,256
+245
94
$2.72M 0.29%
50,425
+7,965
95
$2.72M 0.29%
19,524
+2,548
96
$2.68M 0.28%
75,957
-2,975
97
$2.63M 0.28%
21,445
+105
98
$2.61M 0.28%
42,092
99
$2.6M 0.27%
45,745
+2,510
100
$2.57M 0.27%
19,826
2 3
4
5 6