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
$659M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.4M
3
+$16.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.3M
5
SRCL
Stericycle Inc
SRCL
+$13.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.36%
2 Technology 12.4%
3 Industrials 12.24%
4 Consumer Staples 11.28%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.11M 0.17%
+67,750
127
$1.1M 0.17%
+24,915
128
$1.1M 0.17%
+25,033
129
$1.09M 0.17%
+49,746
130
$1.09M 0.17%
+12,994
131
$1.08M 0.16%
+47,916
132
$1.08M 0.16%
+14,239
133
$1.07M 0.16%
+49,112
134
$1.06M 0.16%
+12,699
135
$1.04M 0.16%
+24,800
136
$978K 0.15%
+37,595
137
$905K 0.14%
+11,250
138
$901K 0.14%
+11,095
139
$894K 0.14%
+16,550
140
$885K 0.13%
+17,200
141
$884K 0.13%
+10,344
142
$883K 0.13%
+11,316
143
$881K 0.13%
+8,925
144
$877K 0.13%
+13,200
145
$852K 0.13%
+8,841
146
$833K 0.13%
+58,550
147
$831K 0.13%
+14,875
148
$808K 0.12%
+11,003
149
$794K 0.12%
+11,368
150
$783K 0.12%
+11,313
4 5
6
7 8