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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.98M 0.28%
50,016
-5,507
77
$3.94M 0.28%
13,833
+50
78
$3.81M 0.27%
73,628
+1,915
79
$3.7M 0.26%
66,658
-7,186
80
$3.59M 0.26%
26,150
+797
81
$3.42M 0.24%
63,765
-5,645
82
$3.39M 0.24%
27,238
-3,040
83
$3.38M 0.24%
70,462
+106
84
$3.35M 0.24%
71,480
-5,945
85
$3.33M 0.24%
21,818
-25
86
$3.32M 0.24%
31,998
+7,818
87
$3.19M 0.23%
7,037
+296
88
$3.12M 0.22%
19,681
-3,526
89
$3.1M 0.22%
38,065
-80
90
$3M 0.21%
18,317
91
$2.91M 0.21%
52,257
-1,089
92
$2.9M 0.21%
48,576
+877
93
$2.88M 0.2%
46,445
-109
94
$2.8M 0.2%
33,910
-2,424
95
$2.69M 0.19%
9,401
96
$2.66M 0.19%
5,969
+1,013
97
$2.65M 0.19%
11,475
+118
98
$2.6M 0.19%
15,743
+1,181
99
$2.57M 0.18%
40,867
-219
100
$2.54M 0.18%
44,018
-4,214
2 3
4
5 6