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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.57M 0.37%
43,319
+75
77
$3.57M 0.37%
35,335
-300
78
$3.51M 0.36%
41,976
+3,615
79
$3.4M 0.35%
11,539
+6,096
80
$3.39M 0.35%
43,812
+1,181
81
$3.36M 0.35%
65,889
-2,318
82
$2.98M 0.31%
52,331
-5,459
83
$2.82M 0.29%
59,095
84
$2.82M 0.29%
59,493
-300
85
$2.75M 0.29%
52,228
+4,153
86
$2.74M 0.28%
16,121
87
$2.72M 0.28%
103,156
-10,313
88
$2.6M 0.27%
48,040
-1,260
89
$2.57M 0.27%
22,339
-435
90
$2.48M 0.26%
18,831
-1,589
91
$2.44M 0.25%
34,055
92
$2.43M 0.25%
45,064
+307
93
$2.4M 0.25%
93,934
94
$2.37M 0.25%
33,017
-580
95
$2.34M 0.24%
60,290
+270
96
$2.28M 0.24%
68,597
+605
97
$2.27M 0.24%
18,368
98
$2.22M 0.23%
27,240
99
$2.2M 0.23%
24,110
-2,908
100
$2.1M 0.22%
35,891
2 3
4
5 6