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
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.18%
20,975
+75
127
$1.41M 0.17%
38,940
128
$1.39M 0.17%
13,010
129
$1.39M 0.17%
15,170
-450
130
$1.39M 0.17%
29,835
+2,740
131
$1.37M 0.17%
16,296
132
$1.35M 0.17%
8,425
-75
133
$1.31M 0.16%
9,348
-159
134
$1.3M 0.16%
13,423
135
$1.3M 0.16%
25,000
136
$1.23M 0.15%
18,100
137
$1.23M 0.15%
13,260
+1,965
138
$1.22M 0.15%
15,855
+225
139
$1.2M 0.15%
13,801
140
$1.15M 0.14%
11,606
-3,304
141
$1.15M 0.14%
20,275
142
$1.13M 0.14%
11,300
143
$1.1M 0.14%
6,096
+77
144
$1.08M 0.13%
11,396
-87
145
$1.05M 0.13%
11,316
146
$1.04M 0.13%
26,390
-27,939
147
$1.03M 0.13%
20,685
148
$1.03M 0.13%
18,157
-100
149
$1.03M 0.13%
13,084
+75
150
$965K 0.12%
8,480
+50
4 5
6
7 8