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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.88M 0.28%
75,979
+2,920
77
$3.83M 0.28%
8,515
+1,127
78
$3.82M 0.28%
71,637
+820
79
$3.73M 0.27%
16,299
+444
80
$3.65M 0.26%
75,956
-994
81
$3.62M 0.26%
24,214
82
$3.6M 0.26%
21,725
-1,845
83
$3.59M 0.26%
68,300
+7,710
84
$3.48M 0.25%
57,128
+65
85
$3.42M 0.25%
25,568
-252
86
$3.31M 0.24%
65,575
-1,020
87
$3.31M 0.24%
48,715
-4,099
88
$3.3M 0.24%
13,789
-62
89
$3.19M 0.23%
61,135
-3,313
90
$3.12M 0.23%
72,571
-82
91
$3.02M 0.22%
7,001
+180
92
$2.96M 0.21%
38,180
-7,500
93
$2.92M 0.21%
36,420
-1,099
94
$2.9M 0.21%
45,819
+481
95
$2.89M 0.21%
16,974
96
$2.86M 0.21%
52,584
-15,000
97
$2.8M 0.2%
21,690
98
$2.67M 0.19%
10,278
99
$2.63M 0.19%
32,634
-4,045
100
$2.48M 0.18%
12,012
+200
2 3
4
5 6