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
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.43M 0.26%
14,786
-130
102
$2.28M 0.24%
29,572
103
$2.25M 0.24%
95,618
104
$2.2M 0.23%
10,615
-160
105
$2.15M 0.23%
26,876
+2,250
106
$2.11M 0.22%
51,550
-1,225
107
$2.09M 0.22%
82,555
-180
108
$2.06M 0.22%
19,341
-135
109
$2.04M 0.22%
14,405
-3
110
$2M 0.21%
22,786
+556
111
$1.99M 0.21%
45,947
-3,149
112
$1.96M 0.21%
14,693
+150
113
$1.95M 0.21%
48,385
+12,830
114
$1.94M 0.2%
13,728
+1,218
115
$1.93M 0.2%
17,394
+3,230
116
$1.87M 0.2%
43,482
+322
117
$1.86M 0.2%
25,798
-720
118
$1.84M 0.19%
18,019
-682
119
$1.81M 0.19%
33,399
-12,476
120
$1.77M 0.19%
13,291
+609
121
$1.77M 0.19%
13,250
122
$1.77M 0.19%
46,802
-6,143
123
$1.74M 0.18%
26,991
124
$1.66M 0.17%
25,235
125
$1.61M 0.17%
18,225
3 4
5
6 7