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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.29M 0.19%
9,400
-120
102
$2.26M 0.19%
52,984
+727
103
$2.19M 0.18%
12,234
104
$2.16M 0.18%
12,386
+519
105
$2.15M 0.18%
11,787
-10
106
$2.13M 0.18%
27,652
-275
107
$2.06M 0.17%
6,191
+222
108
$2.04M 0.17%
24,796
109
$1.9M 0.16%
3,698
110
$1.88M 0.16%
37,601
-6,417
111
$1.82M 0.15%
43,708
-1,000
112
$1.81M 0.15%
10,479
113
$1.79M 0.15%
12,942
+1,079
114
$1.71M 0.14%
13,152
115
$1.61M 0.13%
4,634
+399
116
$1.52M 0.13%
21,762
117
$1.5M 0.13%
45,181
118
$1.47M 0.12%
21,154
-443
119
$1.46M 0.12%
15,450
+11,000
120
$1.39M 0.12%
25,141
121
$1.38M 0.12%
8,160
-50
122
$1.36M 0.11%
13,778
-299
123
$1.36M 0.11%
19,000
124
$1.31M 0.11%
15,485
-350
125
$1.3M 0.11%
16,693
+7,396
3 4
5
6 7