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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.41M 0.11%
40,023
127
$1.41M 0.11%
16,019
-419
128
$1.4M 0.11%
3
129
$1.38M 0.11%
17,078
+850
130
$1.37M 0.11%
14,888
+3
131
$1.36M 0.11%
45,181
132
$1.33M 0.11%
12,988
-2,462
133
$1.33M 0.11%
6,285
-700
134
$1.32M 0.11%
32,675
-2,395
135
$1.32M 0.11%
13,542
+200
136
$1.26M 0.1%
19,728
137
$1.26M 0.1%
7,041
138
$1.26M 0.1%
19,000
139
$1.25M 0.1%
6,547
140
$1.25M 0.1%
4,375
141
$1.2M 0.1%
14,442
+1,060
142
$1.18M 0.09%
18,129
143
$1.13M 0.09%
8,405
144
$1.11M 0.09%
17,652
-312
145
$1.08M 0.09%
22,047
+105
146
$1.08M 0.09%
23,500
-5
147
$1.05M 0.08%
60,008
-276
148
$1M 0.08%
10,800
149
$998K 0.08%
17,664
-7,176
150
$986K 0.08%
4,350
4 5
6
7 8