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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.71M 0.13%
4,555
-26
127
$1.69M 0.13%
22,673
-201
128
$1.69M 0.13%
24,048
-2,055
129
$1.68M 0.13%
9,044
-3
130
$1.63M 0.12%
3,890
+430
131
$1.6M 0.12%
22,378
-914
132
$1.55M 0.12%
17,694
-631
133
$1.54M 0.12%
12,287
-1,238
134
$1.53M 0.12%
20,728
135
$1.49M 0.11%
21,322
-2,173
136
$1.46M 0.11%
19,000
-2,000
137
$1.46M 0.11%
22,843
-297
138
$1.41M 0.11%
6,489
139
$1.36M 0.1%
4,530
140
$1.35M 0.1%
4,317
+185
141
$1.32M 0.1%
9,534
-120
142
$1.28M 0.1%
19,728
143
$1.26M 0.09%
13,733
+320
144
$1.22M 0.09%
23,721
-466
145
$1.19M 0.09%
20,000
-1,362
146
$1.19M 0.09%
4,317
147
$1.17M 0.09%
5,300
148
$1.16M 0.09%
9,550
-750
149
$1.16M 0.09%
3
150
$1.15M 0.09%
8,517
+926
4 5
6
7 8