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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.12M 0.17%
48,740
-750
102
$2.12M 0.17%
88,849
+3,540
103
$2.12M 0.17%
24,563
104
$2.11M 0.17%
10,805
+298
105
$2.1M 0.17%
30,339
-4,000
106
$2.05M 0.17%
13,712
-50
107
$2.04M 0.17%
39,430
+792
108
$2.04M 0.17%
38,100
+635
109
$1.97M 0.16%
4,290
-25
110
$1.94M 0.16%
21,767
111
$1.89M 0.16%
102,146
-2,110
112
$1.88M 0.15%
24,003
+4,203
113
$1.87M 0.15%
12,531
-330
114
$1.86M 0.15%
3,698
+71
115
$1.82M 0.15%
16,481
-2,010
116
$1.71M 0.14%
29,401
+764
117
$1.7M 0.14%
24,789
+2,880
118
$1.68M 0.14%
21,947
-57
119
$1.68M 0.14%
12,589
-16,951
120
$1.61M 0.13%
45,308
-178
121
$1.59M 0.13%
3
122
$1.52M 0.12%
28,324
-1,265
123
$1.41M 0.12%
3,661
+930
124
$1.38M 0.11%
19,847
-1
125
$1.34M 0.11%
17,761
+2,166
3 4
5
6 7