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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.11%
13,085
127
$1.33M 0.11%
4,881
+1,760
128
$1.29M 0.11%
17,240
129
$1.28M 0.11%
6,160
130
$1.25M 0.1%
13,542
131
$1.25M 0.1%
19,000
132
$1.25M 0.1%
40,861
133
$1.21M 0.1%
39,791
-175
134
$1.21M 0.1%
15,439
+78
135
$1.19M 0.1%
3,864
-50
136
$1.18M 0.1%
30,096
-951
137
$1.16M 0.1%
11,480
-1,508
138
$1.14M 0.09%
21,297
-150
139
$1.13M 0.09%
24,511
+642
140
$1.13M 0.09%
6,135
-400
141
$1.1M 0.09%
9,185
142
$1.08M 0.09%
56,096
-1,092
143
$1.08M 0.09%
6,112
-914
144
$1.06M 0.09%
10,100
145
$1.03M 0.08%
20,457
-6,990
146
$1.02M 0.08%
4,629
147
$987K 0.08%
4,402
148
$973K 0.08%
17,410
149
$955K 0.08%
7,905
150
$929K 0.08%
6,000
4 5
6
7 8