BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.16%
4,199
-31
127
$1.45M 0.15%
27,255
-55
128
$1.44M 0.15%
37,505
+280
129
$1.4M 0.15%
15,169
-2,774
130
$1.39M 0.15%
13,580
131
$1.37M 0.14%
29,942
+155
132
$1.35M 0.14%
41,065
+6,190
133
$1.34M 0.14%
12,568
-485
134
$1.31M 0.14%
9,225
-302
135
$1.28M 0.13%
8,010
-2,717
136
$1.27M 0.13%
4,500
137
$1.27M 0.13%
11,180
-23
138
$1.24M 0.13%
13,750
139
$1.23M 0.13%
26,000
140
$1.23M 0.13%
15,215
+45
141
$1.19M 0.13%
17,454
142
$1.19M 0.12%
7,032
143
$1.1M 0.12%
5,100
144
$1.1M 0.12%
16,258
+2,920
145
$1.09M 0.11%
4,110
+35
146
$1.06M 0.11%
9,915
147
$1.02M 0.11%
13,130
-80
148
$977K 0.1%
6,673
149
$960K 0.1%
3
150
$954K 0.1%
13,093
-4,657
4 5
6
7 8