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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.18M 0.29%
80,704
-4,057
77
$3.12M 0.28%
89,656
-1,259
78
$3M 0.27%
23,322
-380
79
$2.98M 0.27%
72,827
+1,030
80
$2.97M 0.27%
23,963
-1,140
81
$2.88M 0.26%
57,163
-5,355
82
$2.81M 0.25%
11,160
83
$2.8M 0.25%
21,613
+502
84
$2.68M 0.24%
46,726
+81
85
$2.67M 0.24%
76,950
-16,268
86
$2.62M 0.24%
10,301
-398
87
$2.57M 0.23%
49,293
+710
88
$2.57M 0.23%
33,311
-300
89
$2.55M 0.23%
33,993
-5,072
90
$2.53M 0.23%
21,490
91
$2.53M 0.23%
16,045
92
$2.5M 0.23%
41,459
-645
93
$2.49M 0.23%
7,015
+720
94
$2.39M 0.22%
26,667
-29,240
95
$2.37M 0.21%
37,460
-1,145
96
$2.34M 0.21%
12,122
-380
97
$2.23M 0.2%
23,360
-9,464
98
$2.1M 0.19%
73,798
-5,962
99
$2.1M 0.19%
34,688
-9,482
100
$2.09M 0.19%
56,410
+650
2 3
4
5 6