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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.1M 0.26%
18,753
102
$2.02M 0.25%
25,558
-75
103
$1.99M 0.24%
73,512
-3,225
104
$1.95M 0.24%
49,730
-1,305
105
$1.85M 0.23%
29,838
+375
106
$1.84M 0.23%
49,080
+400
107
$1.81M 0.22%
51,015
-630
108
$1.79M 0.22%
42,320
+2,920
109
$1.79M 0.22%
25,384
-2,015
110
$1.77M 0.22%
103,260
+1,500
111
$1.77M 0.22%
20,434
+775
112
$1.75M 0.21%
30,545
+1,025
113
$1.74M 0.21%
25,480
114
$1.72M 0.21%
30,073
-1,275
115
$1.72M 0.21%
12,121
+25
116
$1.71M 0.21%
12,938
-15
117
$1.71M 0.21%
14,772
+97
118
$1.7M 0.21%
39,420
-350
119
$1.63M 0.2%
29,282
-3,098
120
$1.59M 0.2%
13,250
121
$1.57M 0.19%
8,780
-98
122
$1.51M 0.19%
11,498
123
$1.49M 0.18%
31,545
+1,180
124
$1.47M 0.18%
11,065
+775
125
$1.45M 0.18%
6,052
-490
3 4
5
6 7