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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.28%
6,254
-948
77
$3.16M 0.26%
33,328
-302
78
$3.04M 0.25%
11,467
-326
79
$2.99M 0.24%
92,149
-6,131
80
$2.93M 0.24%
22,346
+49
81
$2.86M 0.23%
7,281
+821
82
$2.78M 0.23%
18,225
-575
83
$2.77M 0.23%
54,607
-3,004
84
$2.76M 0.23%
55,425
+5,090
85
$2.71M 0.22%
11,770
-17
86
$2.69M 0.22%
48,102
+156
87
$2.67M 0.22%
61,113
-1,466
88
$2.67M 0.22%
10,309
89
$2.64M 0.22%
24,782
-4,425
90
$2.54M 0.21%
102,328
-5,866
91
$2.53M 0.21%
12,865
-18
92
$2.44M 0.2%
35,164
-130
93
$2.41M 0.2%
11,866
-1,208
94
$2.33M 0.19%
70,182
+450
95
$2.31M 0.19%
8,599
+119
96
$2.3M 0.19%
45,209
+1,873
97
$2.25M 0.18%
27,516
+72
98
$2.21M 0.18%
29,088
+4,326
99
$2.19M 0.18%
19,695
+260
100
$2.17M 0.18%
20,483
+2,067
2 3
4
5 6