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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.62M 0.2%
7,428
+20
102
$2.6M 0.2%
35,889
+72
103
$2.59M 0.19%
76,950
104
$2.53M 0.19%
27,852
-12,239
105
$2.42M 0.18%
10,080
-117
106
$2.39M 0.18%
40,794
+324
107
$2.37M 0.18%
9,294
-1,007
108
$2.34M 0.18%
12,506
109
$2.22M 0.17%
16,283
-632
110
$2.22M 0.17%
13,430
-50
111
$2.18M 0.16%
39,220
-6,584
112
$2.12M 0.16%
27,225
-14,276
113
$2.05M 0.15%
31,135
-1,935
114
$2M 0.15%
18,495
115
$1.98M 0.15%
22,282
-5,000
116
$1.93M 0.15%
13,663
-2,000
117
$1.92M 0.14%
11,696
+272
118
$1.92M 0.14%
37,510
119
$1.91M 0.14%
12,780
-639
120
$1.84M 0.14%
51,815
-286
121
$1.84M 0.14%
8,334
122
$1.78M 0.13%
40,902
-594
123
$1.77M 0.13%
9,301
-298
124
$1.74M 0.13%
7,505
-230
125
$1.74M 0.13%
24,288
+1,863
3 4
5
6 7