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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.14M 0.26%
13,833
77
$3M 0.25%
16,747
+9,868
78
$3M 0.25%
9,251
-150
79
$2.98M 0.25%
37,830
-235
80
$2.97M 0.25%
123,312
-9,014
81
$2.96M 0.25%
39,844
-48,074
82
$2.94M 0.25%
31,195
+5,045
83
$2.92M 0.24%
19,081
-600
84
$2.92M 0.24%
11,838
-5,069
85
$2.88M 0.24%
45,760
-685
86
$2.77M 0.23%
21,656
-162
87
$2.77M 0.23%
12,195
+720
88
$2.74M 0.23%
67,118
-3,344
89
$2.73M 0.23%
69,595
-1,885
90
$2.69M 0.22%
7,088
+51
91
$2.61M 0.22%
30,522
-3,388
92
$2.54M 0.21%
40,906
+39
93
$2.52M 0.21%
31,496
-40
94
$2.5M 0.21%
55,200
-8,565
95
$2.44M 0.2%
17,281
-625
96
$2.4M 0.2%
16,430
+687
97
$2.35M 0.2%
45,629
-2,947
98
$2.35M 0.2%
36,396
+15,724
99
$2.32M 0.19%
21,480
-5,758
100
$2.3M 0.19%
18,317
2 3
4
5 6