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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.49M 0.18%
17,906
-550
102
$2.47M 0.18%
11,797
-5
103
$2.41M 0.17%
11,867
+188
104
$2.39M 0.17%
31,536
-50
105
$2.38M 0.17%
24,796
+34
106
$2.34M 0.17%
6,879
+392
107
$2.3M 0.16%
9,520
+185
108
$2.25M 0.16%
12,234
-272
109
$2.22M 0.16%
11,863
+1,250
110
$2.19M 0.16%
10,479
111
$2.06M 0.15%
18,129
112
$2.06M 0.15%
44,708
-72,026
113
$2.04M 0.15%
27,927
114
$2.01M 0.14%
13,152
-75
115
$1.89M 0.13%
3,698
-98
116
$1.8M 0.13%
21,762
-400
117
$1.76M 0.13%
4,235
+572
118
$1.71M 0.12%
45,181
119
$1.71M 0.12%
19,000
120
$1.7M 0.12%
62,330
+22,250
121
$1.69M 0.12%
8,210
122
$1.66M 0.12%
21,597
-976
123
$1.62M 0.12%
25,141
-16,473
124
$1.61M 0.11%
20,672
125
$1.59M 0.11%
3
3 4
5
6 7