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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.43M 0.1%
21,148
127
$1.41M 0.1%
16,852
-953
128
$1.38M 0.1%
12,935
129
$1.35M 0.1%
+63,012
130
$1.3M 0.09%
+64,893
131
$1.29M 0.09%
+67,165
132
$1.29M 0.09%
6,362
133
$1.29M 0.09%
6,026
-30
134
$1.28M 0.09%
12,504
-2,271
135
$1.26M 0.09%
18,716
-1,302
136
$1.22M 0.09%
39,476
-3,131
137
$1.21M 0.09%
4,602
138
$1.2M 0.09%
6,000
139
$1.18M 0.09%
17,240
140
$1.16M 0.08%
11,465
141
$1.12M 0.08%
11,904
-342
142
$1.11M 0.08%
39,221
-1,340
143
$1.08M 0.08%
4,596
144
$1.07M 0.08%
22,636
145
$1.06M 0.08%
55,804
-3,150
146
$1.06M 0.08%
7,643
-140
147
$1.05M 0.08%
9,185
148
$1.04M 0.08%
9,446
-25
149
$1.03M 0.07%
11,356
150
$1.03M 0.07%
3,380
-248
4 5
6
7 8