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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.11%
15,878
-108
127
$1.26M 0.11%
40,144
-637
128
$1.25M 0.1%
20,230
-200
129
$1.25M 0.1%
13,707
130
$1.24M 0.1%
4,475
-100
131
$1.23M 0.1%
3
132
$1.22M 0.1%
18,264
133
$1.22M 0.1%
19,065
+1,221
134
$1.21M 0.1%
3,969
+474
135
$1.19M 0.1%
19,728
136
$1.18M 0.1%
78,030
+15,700
137
$1.17M 0.1%
13,014
+1,620
138
$1.15M 0.1%
18,129
139
$1.14M 0.1%
6,554
140
$1.14M 0.09%
8,405
-20
141
$1.13M 0.09%
+22,565
142
$1.09M 0.09%
15,644
143
$1.04M 0.09%
62,215
-538
144
$1.04M 0.09%
49,712
+4,834
145
$1.04M 0.09%
5,270
+1,175
146
$1.04M 0.09%
23,206
-197
147
$969K 0.08%
5,308
-1,300
148
$954K 0.08%
4,629
149
$928K 0.08%
5,879
+1,294
150
$924K 0.08%
10,375
+7,600
4 5
6
7 8