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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.64M 0.12%
27,652
127
$1.62M 0.12%
20,728
128
$1.57M 0.11%
19,000
129
$1.48M 0.11%
4,371
130
$1.47M 0.11%
40,342
-560
131
$1.46M 0.11%
18,135
-360
132
$1.46M 0.11%
19,728
133
$1.45M 0.1%
4,525
134
$1.4M 0.1%
14,782
-7,500
135
$1.4M 0.1%
3,536
+114
136
$1.38M 0.1%
16,815
-529
137
$1.36M 0.1%
13,379
138
$1.36M 0.1%
11,052
-4,249
139
$1.35M 0.1%
6,378
-15
140
$1.33M 0.1%
9,206
+267
141
$1.33M 0.1%
4,530
142
$1.3M 0.09%
22,484
-359
143
$1.3M 0.09%
10,400
+100
144
$1.3M 0.09%
11,912
145
$1.26M 0.09%
3,219
+124
146
$1.25M 0.09%
23,313
-380
147
$1.23M 0.09%
3
148
$1.21M 0.09%
9,154
-180
149
$1.2M 0.09%
20,000
150
$1.15M 0.08%
4,864
4 5
6
7 8