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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.54M 0.11%
4,575
-150
127
$1.51M 0.11%
19,728
128
$1.5M 0.11%
40,781
+445
129
$1.5M 0.11%
29,113
-29,097
130
$1.49M 0.11%
13,707
+388
131
$1.44M 0.1%
9,675
+140
132
$1.42M 0.1%
6,608
+1,792
133
$1.39M 0.1%
15,835
-550
134
$1.36M 0.1%
15,986
-2,462
135
$1.33M 0.09%
17,844
-4,695
136
$1.32M 0.09%
14,077
-723
137
$1.27M 0.09%
6,554
-40
138
$1.26M 0.09%
11,394
+736
139
$1.26M 0.09%
9,594
-6,312
140
$1.25M 0.09%
23,403
+250
141
$1.24M 0.09%
15,644
-16,840
142
$1.22M 0.09%
20,430
-1,575
143
$1.19M 0.08%
62,753
144
$1.17M 0.08%
3,495
+1,875
145
$1.12M 0.08%
4,390
-140
146
$1.12M 0.08%
4,629
147
$1.11M 0.08%
10,800
-400
148
$1.11M 0.08%
18,264
149
$1.1M 0.08%
22,384
-100
150
$1.1M 0.08%
8,108
4 5
6
7 8