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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2M 0.18%
5,946
+341
102
$1.91M 0.17%
316,149
-70,767
103
$1.84M 0.17%
53,699
-12,725
104
$1.79M 0.16%
31,521
-2,195
105
$1.77M 0.16%
45,934
-2,905
106
$1.77M 0.16%
29,630
-4,598
107
$1.77M 0.16%
12,910
-200
108
$1.66M 0.15%
14,232
-129
109
$1.66M 0.15%
28,821
-5,947
110
$1.65M 0.15%
76,665
-107
111
$1.64M 0.15%
11,939
+187
112
$1.63M 0.15%
13,480
-75
113
$1.62M 0.15%
16,125
-193
114
$1.61M 0.15%
10,884
115
$1.59M 0.14%
18,325
116
$1.54M 0.14%
23,145
-850
117
$1.49M 0.14%
7,915
+289
118
$1.45M 0.13%
12,432
-2,272
119
$1.44M 0.13%
9,715
-11
120
$1.42M 0.13%
9,047
-2
121
$1.4M 0.13%
10,000
122
$1.39M 0.13%
4,637
-26
123
$1.37M 0.12%
24,925
-2,141
124
$1.34M 0.12%
41,496
-1,906
125
$1.33M 0.12%
24,460
-595
3 4
5
6 7