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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.02M 0.27%
28,095
-1,597
102
$2M 0.26%
15,864
+435
103
$1.97M 0.26%
16,066
-25
104
$1.89M 0.25%
22,400
+2,475
105
$1.87M 0.25%
29,376
-200
106
$1.87M 0.25%
46,536
-500
107
$1.85M 0.24%
22,253
-500
108
$1.83M 0.24%
13,613
+269
109
$1.83M 0.24%
29,071
-39,968
110
$1.76M 0.23%
24,305
-200
111
$1.75M 0.23%
16,260
+185
112
$1.72M 0.23%
20,804
113
$1.71M 0.23%
33,475
-1,775
114
$1.7M 0.22%
53,590
-100
115
$1.68M 0.22%
80,407
-3,100
116
$1.68M 0.22%
27,323
-1,350
117
$1.64M 0.22%
86,944
118
$1.62M 0.21%
9,951
-2,520
119
$1.56M 0.21%
+32,865
120
$1.55M 0.2%
53,181
-31
121
$1.54M 0.2%
19,681
+3,000
122
$1.43M 0.19%
37,360
-5,300
123
$1.42M 0.19%
21,784
+509
124
$1.4M 0.19%
13,250
125
$1.38M 0.18%
34,373
-8,760
3 4
5
6 7