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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.17%
41,239
-24,757
127
$1.39M 0.17%
53,212
-1,340
128
$1.38M 0.17%
11,100
-200
129
$1.38M 0.17%
13,010
130
$1.33M 0.17%
15,170
131
$1.32M 0.17%
6,199
+103
132
$1.29M 0.16%
8,425
133
$1.26M 0.16%
14,196
-2,100
134
$1.24M 0.16%
38,068
-872
135
$1.22M 0.15%
8,836
-512
136
$1.22M 0.15%
18,100
137
$1.22M 0.15%
13,253
-170
138
$1.19M 0.15%
25,000
139
$1.16M 0.15%
62,254
-18,600
140
$1.14M 0.14%
13,351
-450
141
$1.09M 0.14%
11,553
+157
142
$1.05M 0.13%
16,326
+4,100
143
$1.04M 0.13%
9,215
+735
144
$1M 0.13%
15,755
-100
145
$991K 0.12%
11,066
-250
146
$968K 0.12%
20,060
-625
147
$966K 0.12%
18,670
+1,600
148
$959K 0.12%
9,213
+1,664
149
$953K 0.12%
15,900
150
$932K 0.12%
5,460
+1,835
4 5
6
7 8