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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.41M 0.17%
17,039
+1,200
127
$1.35M 0.17%
19,000
128
$1.32M 0.16%
22,870
+1,810
129
$1.31M 0.16%
10,942
+459
130
$1.3M 0.16%
48,726
131
$1.29M 0.16%
9,502
132
$1.26M 0.15%
28,065
-1,556
133
$1.25M 0.15%
5
134
$1.22M 0.15%
13,484
135
$1.17M 0.14%
32,600
136
$1.17M 0.14%
10,826
+43
137
$1.16M 0.14%
21,010
-825
138
$1.12M 0.14%
4,500
+200
139
$1.09M 0.13%
134,215
140
$1.09M 0.13%
13,380
141
$1.09M 0.13%
8,173
-25
142
$1.08M 0.13%
43,550
+1,925
143
$1.07M 0.13%
8,852
+50
144
$1.01M 0.12%
12,513
-294
145
$1M 0.12%
13,750
146
$985K 0.12%
9,000
-700
147
$983K 0.12%
18,648
-700
148
$967K 0.12%
7,032
149
$930K 0.11%
10,066
-400
150
$919K 0.11%
20,000
4 5
6
7 8