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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.18%
11,821
+930
127
$1.35M 0.18%
13,153
-100
128
$1.26M 0.17%
18,360
-588
129
$1.23M 0.16%
40,360
130
$1.23M 0.16%
10,575
-95
131
$1.18M 0.15%
25,258
-500
132
$1.15M 0.15%
7,794
+277
133
$1.14M 0.15%
10,628
+4,757
134
$1.12M 0.15%
13,377
+600
135
$1.11M 0.15%
9,337
+7,542
136
$1.1M 0.14%
11,066
137
$1.08M 0.14%
15,800
138
$1.07M 0.14%
5
+1
139
$1.07M 0.14%
21,998
-748
140
$1.06M 0.14%
13,451
141
$1.03M 0.14%
10,984
-127
142
$998K 0.13%
4,925
-75
143
$975K 0.13%
25,805
-1,000
144
$958K 0.13%
15,450
145
$957K 0.13%
9,128
+4,300
146
$887K 0.12%
+28,300
147
$868K 0.11%
12,440
-7,265
148
$861K 0.11%
25,000
149
$855K 0.11%
6,860
150
$845K 0.11%
11,266
+4,985
4 5
6
7 8