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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.06M 0.26%
21,700
-380
102
$1.98M 0.25%
22,653
-660
103
$1.95M 0.24%
47,286
-1,120
104
$1.93M 0.24%
20,999
+7,739
105
$1.93M 0.24%
6,363
+454
106
$1.88M 0.24%
95,042
+2,120
107
$1.86M 0.23%
16,037
-1,756
108
$1.84M 0.23%
68,644
-40
109
$1.82M 0.23%
16,407
-50
110
$1.81M 0.23%
23,168
+1,219
111
$1.8M 0.23%
26,824
+4,208
112
$1.79M 0.23%
30,491
-1,571
113
$1.74M 0.22%
55,600
-2,100
114
$1.73M 0.22%
19,400
-1,624
115
$1.72M 0.22%
23,150
116
$1.63M 0.2%
19,300
-75
117
$1.6M 0.2%
20,975
118
$1.56M 0.2%
14,450
-420
119
$1.55M 0.19%
87,011
+134
120
$1.53M 0.19%
26,774
+165
121
$1.5M 0.19%
10,736
-32
122
$1.47M 0.18%
37,117
-300
123
$1.43M 0.18%
14,986
+1,450
124
$1.41M 0.18%
13,544
125
$1.4M 0.18%
29,316
-519
3 4
5
6 7