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
$703M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.4M
3
+$885K
4
FAST icon
Fastenal
FAST
+$828K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$622K

Top Sells

1
+$1.05M
2
+$686K
3
+$666K
4
JNJ icon
Johnson & Johnson
JNJ
+$583K
5
RTX icon
RTX Corp
RTX
+$391K

Sector Composition

1 Healthcare 16.42%
2 Industrials 13.18%
3 Technology 12.26%
4 Consumer Staples 10.43%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.84M 0.26%
92,780
102
$1.78M 0.25%
23,083
+50
103
$1.78M 0.25%
105,500
104
$1.76M 0.25%
19,758
-50
105
$1.76M 0.25%
34,235
106
$1.66M 0.24%
12,515
-125
107
$1.66M 0.24%
80,392
108
$1.64M 0.23%
39,677
-49
109
$1.57M 0.22%
61,344
+729
110
$1.55M 0.22%
17,142
111
$1.55M 0.22%
13,549
112
$1.54M 0.22%
42,450
113
$1.49M 0.21%
98,160
114
$1.43M 0.2%
45,531
115
$1.33M 0.19%
21,608
-800
116
$1.32M 0.19%
17,472
-250
117
$1.31M 0.19%
38,164
118
$1.29M 0.18%
24,915
119
$1.28M 0.18%
67,350
-400
120
$1.27M 0.18%
19,650
-996
121
$1.26M 0.18%
26,949
+212
122
$1.24M 0.18%
19,173
+333
123
$1.21M 0.17%
19,888
-2,546
124
$1.18M 0.17%
46,616
-1,300
125
$1.18M 0.17%
28,824
-171
3 4
5
6 7