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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.31M 0.12%
36,537
+976
127
$1.26M 0.11%
8,428
+27
128
$1.24M 0.11%
20,384
-3,347
129
$1.21M 0.11%
8,185
-38
130
$1.2M 0.11%
20,832
131
$1.18M 0.11%
18,495
-3
132
$1.17M 0.11%
7,215
-210
133
$1.16M 0.11%
30,280
134
$1.14M 0.1%
19,728
-1,328
135
$1.13M 0.1%
23,000
136
$1.12M 0.1%
27,001
-1,868
137
$1.11M 0.1%
3,190
+680
138
$1.08M 0.1%
4,142
+120
139
$1.07M 0.1%
13,525
-275
140
$1.07M 0.1%
6,489
-125
141
$1.05M 0.1%
13,276
-279
142
$1.04M 0.09%
23,862
-11,100
143
$1.03M 0.09%
5,222
-613
144
$1M 0.09%
4,530
145
$993K 0.09%
4,392
-100
146
$966K 0.09%
12,395
-175
147
$960K 0.09%
3
148
$944K 0.09%
76,531
+1,887
149
$938K 0.09%
5,325
150
$934K 0.08%
5,300
4 5
6
7 8