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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.17M 0.25%
19,420
-118
77
$3.13M 0.25%
35,931
-174
78
$3.09M 0.25%
19,519
+3,552
79
$3.07M 0.25%
18,541
-215
80
$2.94M 0.24%
12,102
81
$2.94M 0.24%
26,826
-275
82
$2.87M 0.23%
11,787
83
$2.86M 0.23%
70,012
-495
84
$2.84M 0.23%
56,138
+11,052
85
$2.83M 0.23%
45,639
+50
86
$2.78M 0.22%
12,185
+3
87
$2.76M 0.22%
11,146
-515
88
$2.73M 0.22%
12,883
-900
89
$2.67M 0.21%
20,930
-224
90
$2.62M 0.21%
105,698
+13,674
91
$2.6M 0.21%
68,564
+1,675
92
$2.59M 0.21%
57,326
-17
93
$2.54M 0.2%
36,339
94
$2.51M 0.2%
35,930
-2,358
95
$2.47M 0.2%
7,202
-18
96
$2.46M 0.2%
49,085
-310
97
$2.44M 0.2%
24,563
98
$2.4M 0.19%
13,052
-100
99
$2.37M 0.19%
47,028
+490
100
$2.35M 0.19%
12,952
+104
2 3
4
5 6