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
$703M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.4M
3
+$885K
4
FAST icon
Fastenal
FAST
+$828K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$622K

Top Sells

1
+$1.05M
2
+$686K
3
+$666K
4
JNJ icon
Johnson & Johnson
JNJ
+$583K
5
RTX icon
RTX Corp
RTX
+$391K

Sector Composition

1 Healthcare 16.42%
2 Industrials 13.18%
3 Technology 12.26%
4 Consumer Staples 10.43%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.16M 0.17%
37,245
-350
127
$1.16M 0.17%
14,659
+420
128
$1.13M 0.16%
20,850
+25
129
$1.09M 0.16%
25,000
130
$1.09M 0.16%
49,947
+201
131
$1.09M 0.15%
30,587
+525
132
$1.07M 0.15%
18,484
-600
133
$1.06M 0.15%
15,775
-775
134
$1.06M 0.15%
22,085
-2,948
135
$1.04M 0.15%
12,245
-749
136
$1.03M 0.15%
25,300
+50
137
$1.02M 0.14%
13,200
138
$1.01M 0.14%
17,200
139
$989K 0.14%
12,099
-600
140
$988K 0.14%
8,825
-100
141
$963K 0.14%
23,343
-1,457
142
$960K 0.14%
11,250
143
$954K 0.14%
17,725
144
$920K 0.13%
28,860
+17,100
145
$915K 0.13%
11,316
146
$915K 0.13%
10,213
-131
147
$883K 0.13%
10,845
-250
148
$877K 0.12%
11,377
+9
149
$873K 0.12%
11,291
+288
150
$870K 0.12%
18,220
+1,120
4 5
6
7 8