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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.42M 0.33%
23,882
-1
77
$4.34M 0.33%
27,673
+5,627
78
$4.31M 0.32%
78,533
-1,510
79
$4.14M 0.31%
29,560
-8,643
80
$4.08M 0.31%
8,264
+250
81
$3.95M 0.3%
28,225
+1,155
82
$3.92M 0.29%
26,691
+528
83
$3.65M 0.27%
69,315
-41
84
$3.6M 0.27%
52,864
-670
85
$3.52M 0.26%
68,314
-1,445
86
$3.45M 0.26%
57,290
+1,223
87
$3.42M 0.26%
69,761
-2,645
88
$3.18M 0.24%
226,369
-93,801
89
$3.18M 0.24%
11,123
-37
90
$3.18M 0.24%
16,345
+300
91
$3.04M 0.23%
48,818
-475
92
$3.02M 0.23%
58,090
+1,875
93
$3.02M 0.23%
83,789
+949
94
$2.88M 0.22%
21,690
95
$2.83M 0.21%
17,049
-7,083
96
$2.71M 0.2%
25,452
-13,290
97
$2.68M 0.2%
6,749
+505
98
$2.64M 0.2%
11,912
-160
99
$2.64M 0.2%
37,279
+8,458
100
$2.63M 0.2%
33,311
2 3
4
5 6