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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.83M 0.28%
51,076
+9,031
77
$3.76M 0.27%
17,637
-45
78
$3.69M 0.27%
159,085
+63,304
79
$3.67M 0.26%
31,856
+2,924
80
$3.61M 0.26%
18,145
-435
81
$3.61M 0.26%
10,982
-122
82
$3.5M 0.25%
84,906
-986
83
$3.47M 0.25%
40,049
+419
84
$3.34M 0.24%
31,020
-35
85
$3.3M 0.24%
145,578
+68,866
86
$3.23M 0.23%
+3,160
87
$3.22M 0.23%
82,276
-1,400
88
$3.15M 0.23%
23,105
-309
89
$3.15M 0.23%
53,742
-4,172
90
$3.01M 0.22%
47,235
-239
91
$2.87M 0.21%
12,130
+315
92
$2.69M 0.19%
25,801
+207
93
$2.66M 0.19%
10,674
-117
94
$2.65M 0.19%
11,430
-150
95
$2.64M 0.19%
8,790
-2,652
96
$2.63M 0.19%
8,416
-52
97
$2.62M 0.19%
53,066
-7,719
98
$2.55M 0.18%
5,013
+220
99
$2.5M 0.18%
104,040
-3,465
100
$2.42M 0.17%
41,326
+438
2 3
4
5 6