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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.45M 0.18%
11,163
-60
102
$2.44M 0.18%
46,565
-15,250
103
$2.39M 0.17%
31,586
-1,355
104
$2.38M 0.17%
40,904
+79
105
$2.28M 0.17%
13,227
-203
106
$2.26M 0.16%
12,506
107
$2.26M 0.16%
11,696
108
$2.22M 0.16%
13,235
+89
109
$2.16M 0.16%
36,784
-1,976
110
$2.14M 0.16%
9,276
111
$2.13M 0.15%
4,645
+575
112
$2M 0.14%
8,335
+830
113
$1.99M 0.14%
24,171
-278
114
$1.99M 0.14%
22,785
-1,049
115
$1.97M 0.14%
9,284
-10
116
$1.92M 0.14%
26,191
+2,865
117
$1.89M 0.14%
4,786
+25
118
$1.87M 0.14%
27,676
119
$1.86M 0.13%
9,259
120
$1.82M 0.13%
8,337
+3
121
$1.82M 0.13%
51,215
122
$1.81M 0.13%
25,910
-4,000
123
$1.78M 0.13%
10,613
-3,000
124
$1.69M 0.12%
23,158
-1,912
125
$1.67M 0.12%
22,573
3 4
5
6 7