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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.28M 0.18%
15,568
-2,094
102
$2.27M 0.18%
42,453
+4,754
103
$2.26M 0.18%
6,018
+636
104
$2.15M 0.17%
13,042
+100
105
$2.04M 0.16%
10,937
-1,479
106
$2.04M 0.16%
62,422
-33,657
107
$2.04M 0.16%
36,888
-663
108
$2.04M 0.16%
84,761
-6,679
109
$2.03M 0.16%
73,210
-29,240
110
$2.03M 0.16%
8,402
-140
111
$1.99M 0.16%
27,734
-1,069
112
$1.98M 0.16%
28,637
+1,756
113
$1.86M 0.15%
100,646
-201
114
$1.83M 0.15%
10,667
+8,015
115
$1.79M 0.14%
19,226
-2,823
116
$1.69M 0.14%
22,938
117
$1.67M 0.13%
20,705
-125
118
$1.67M 0.13%
4,315
-369
119
$1.66M 0.13%
21,313
+1,501
120
$1.64M 0.13%
3,461
+199
121
$1.55M 0.12%
29,589
-6,425
122
$1.51M 0.12%
4,268
-1,337
123
$1.46M 0.12%
17,540
-140
124
$1.45M 0.12%
7,496
-180
125
$1.42M 0.11%
22,004
3 4
5
6 7