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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.41M 0.15%
67,269
-4,582
127
$1.33M 0.14%
8,581
128
$1.29M 0.13%
15,736
-1,271
129
$1.27M 0.13%
25,315
+80
130
$1.24M 0.13%
14,216
-400
131
$1.23M 0.13%
26,000
132
$1.22M 0.13%
6,993
-134
133
$1.16M 0.12%
17,013
134
$1.14M 0.12%
8,493
+371
135
$1.13M 0.12%
4,500
136
$1.11M 0.12%
12,000
-34,565
137
$1.08M 0.11%
9,776
+11
138
$1.06M 0.11%
16,273
-50
139
$1.04M 0.11%
18,500
140
$1.03M 0.11%
3,506
+284
141
$1.03M 0.11%
21,460
+8,795
142
$1.02M 0.11%
33,054
-11,671
143
$1.02M 0.11%
3,865
-50
144
$1.02M 0.11%
5,060
-40
145
$995K 0.1%
13,255
-6,477
146
$955K 0.1%
3
147
$949K 0.1%
9,166
148
$924K 0.1%
5,530
+200
149
$910K 0.09%
19,000
150
$888K 0.09%
9,113
+1,303
4 5
6
7 8