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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.4M 0.17%
25,959
+550
102
$2.37M 0.17%
3,990
103
$2.25M 0.16%
10,480
-2,200
104
$2.2M 0.16%
36,529
-1,205
105
$2.16M 0.16%
24,563
106
$2.12M 0.15%
26,892
-1,940
107
$2.08M 0.15%
14,759
-3,761
108
$1.99M 0.14%
13,428
-623
109
$1.99M 0.14%
3,954
-29
110
$1.95M 0.14%
69,525
+1,154
111
$1.93M 0.14%
21,597
-225
112
$1.92M 0.14%
29,373
+142
113
$1.85M 0.13%
22,771
114
$1.84M 0.13%
3
115
$1.79M 0.13%
7,654
-2,284
116
$1.76M 0.13%
17,000
117
$1.68M 0.12%
6,950
+840
118
$1.61M 0.12%
+72,927
119
$1.6M 0.12%
31,555
-840
120
$1.55M 0.11%
4,652
-229
121
$1.54M 0.11%
21,401
-109
122
$1.52M 0.11%
10,100
123
$1.48M 0.11%
+67,765
124
$1.47M 0.11%
93,897
+2,246
125
$1.44M 0.1%
19,434
-2
3 4
5
6 7