BFO
Boston Family Office Portfolio holdings
AUM $1.41B
AUM
$1.41B
AUM Growth
-$43.8M (-3%)
Cap. Flow
+$2.78M
Cap. Flow % of AUM
0.2%
Top 10 Holdings %Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
111
Closed
7
Top Buys
| 1 | $5.7M | |
| 2 | $3.53M | |
| 3 | $2.5M | |
| 4 | $1.47M | |
| 5 | $1.16M |
Top Sells
| 1 | $4.31M | |
| 2 | $3.1M | |
| 3 | $2.28M | |
| 4 | $2.04M | |
| 5 | $1.4M |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 13.59% |
| 3 | Financials | 11.21% |
| 4 | Industrials | 8.24% |
| 5 | Consumer Discretionary | 6.09% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.43M | 0.17% | 47,769 +1,794 | +4% | +$91.2K | |||
| $2.4M | 0.17% | 3 | – | – | |||
| $2.37M | 0.17% | 26,395 -910 | -3% | -$81.8K | |||
| $2.36M | 0.17% | 21,206 -191 | -0.9% | -$21.2K | |||
| $2.33M | 0.17% | 30,143 +7,987 | +36% | +$618K | |||
| $2.26M | 0.16% | 3,928 +1,872 | +91% | +$1.08M | |||
| $2.24M | 0.16% | 3,855 -84 | -2% | -$48.8K | |||
| $2.06M | 0.15% | 7,962 +1,329 | +20% | +$344K | |||
| $2.04M | 0.14% | 30,040 -346 | -1% | -$23.5K | |||
| $2.02M | 0.14% | 14,417 +410 | +3% | +$57.3K | |||
| $1.94M | 0.14% | 31,162 +986 | +3% | +$61.2K | |||
| $1.93M | 0.14% | 17,240 | – | – | |||
| $1.91M | 0.14% | 4,449 +44 | +1% | +$18.9K | |||
| $1.9M | 0.13% | 37,506 -3,741 | -9% | -$190K | |||
| $1.82M | 0.13% | 12,416 | – | – | |||
| $1.8M | 0.13% | 82,873 +3,215 | +4% | +$70K | |||
| $1.79M | 0.13% | 29,470 -2,276 | -7% | -$138K | |||
| $1.77M | 0.13% | 20,112 -227 | -1% | -$19.9K | |||
| $1.76M | 0.12% | 7,229 -1,035 | -13% | -$252K | |||
| $1.74M | 0.12% | 10,984 +1,000 | +10% | +$159K | |||
| $1.73M | 0.12% | 74,200 -87,252 | -54% | -$2.04M | |||
| $1.71M | 0.12% | 12,913 +3,722 | +41% | +$493K | |||
| $1.71M | 0.12% | 67,342 -503 | -0.7% | -$12.7K | |||
| $1.71M | 0.12% | 34,197 +191 | +0.6% | +$9.52K | |||
| $1.66M | 0.12% | 18,378 +569 | +3% | +$51.5K |
