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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.09M 0.22%
82,697
+1,613
102
$2.07M 0.22%
17,465
+356
103
$2.02M 0.21%
11,700
+301
104
$1.99M 0.21%
33,974
105
$1.97M 0.2%
17,465
+1,121
106
$1.96M 0.2%
10,616
-25
107
$1.95M 0.2%
11,862
-1,775
108
$1.95M 0.2%
12,917
109
$1.86M 0.19%
41,113
110
$1.85M 0.19%
15,997
+997
111
$1.84M 0.19%
44,196
-20
112
$1.81M 0.19%
5,056
+116
113
$1.78M 0.18%
41,405
+100
114
$1.73M 0.18%
13,250
115
$1.72M 0.18%
13,580
116
$1.68M 0.17%
6,129
+276
117
$1.64M 0.17%
21,493
-1,075
118
$1.61M 0.17%
33,545
-2,425
119
$1.61M 0.17%
17,901
+50
120
$1.57M 0.16%
25,220
+2,100
121
$1.51M 0.16%
37,966
-1,605
122
$1.5M 0.16%
11,245
-107
123
$1.43M 0.15%
+23,012
124
$1.42M 0.15%
16,445
-1,000
125
$1.42M 0.15%
30,168
+50
3 4
5
6 7