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
$659M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.4M
3
+$16.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.3M
5
SRCL
Stericycle Inc
SRCL
+$13.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.36%
2 Technology 12.4%
3 Industrials 12.24%
4 Consumer Staples 11.28%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.68M 0.25%
+19,808
102
$1.68M 0.25%
+31,500
103
$1.67M 0.25%
+23,033
104
$1.64M 0.25%
+39,726
105
$1.64M 0.25%
+105,500
106
$1.62M 0.25%
+60,615
107
$1.6M 0.24%
+17,142
108
$1.57M 0.24%
+12,640
109
$1.38M 0.21%
+22,408
110
$1.37M 0.21%
+17,722
111
$1.36M 0.21%
+98,160
112
$1.36M 0.21%
+42,450
113
$1.35M 0.2%
+26,737
114
$1.34M 0.2%
+13,549
115
$1.31M 0.2%
+38,164
116
$1.3M 0.2%
+45,531
117
$1.25M 0.19%
+22,434
118
$1.21M 0.18%
+20,825
119
$1.19M 0.18%
+18,840
120
$1.15M 0.17%
+30,062
121
$1.13M 0.17%
+25,250
122
$1.13M 0.17%
+20,646
123
$1.12M 0.17%
+19,084
124
$1.12M 0.17%
+25,000
125
$1.12M 0.17%
+28,995
3 4
5
6 7