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
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.07M 0.26%
24,425
-5,085
102
$1.99M 0.25%
32,062
103
$1.97M 0.24%
17,793
-371
104
$1.94M 0.24%
54,552
105
$1.87M 0.23%
16,457
-25
106
$1.84M 0.23%
23,150
107
$1.82M 0.23%
21,024
-799
108
$1.82M 0.23%
21,949
+100
109
$1.8M 0.22%
57,700
-3,900
110
$1.76M 0.22%
5,909
+2,952
111
$1.75M 0.22%
48,406
-2,425
112
$1.69M 0.21%
68,684
+158
113
$1.64M 0.2%
19,375
114
$1.63M 0.2%
14,870
115
$1.59M 0.2%
26,609
116
$1.54M 0.19%
+19,713
117
$1.53M 0.19%
80,854
-4,600
118
$1.52M 0.19%
86,877
-9,494
119
$1.5M 0.19%
37,417
120
$1.5M 0.19%
13,544
-10
121
$1.49M 0.18%
10,768
122
$1.49M 0.18%
22,183
+775
123
$1.49M 0.18%
20,730
+635
124
$1.48M 0.18%
22,616
+3,796
125
$1.48M 0.18%
13,536
+825
3 4
5
6 7