BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.42M
3
+$845K
4
FAST icon
Fastenal
FAST
+$780K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$600K

Top Sells

1
+$1.01M
2
+$686K
3
+$642K
4
JNJ icon
Johnson & Johnson
JNJ
+$604K
5
RTX icon
RTX Corp
RTX
+$377K

Sector Composition

1 Healthcare 16.42%
2 Industrials 13.18%
3 Technology 12.26%
4 Consumer Staples 10.43%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$859K 0.12%
8,800
-41
152
$850K 0.12%
11,145
-168
153
$835K 0.12%
17,025
+225
154
$828K 0.12%
+65,860
155
$810K 0.12%
55,550
-3,000
156
$803K 0.11%
12,804
+400
157
$785K 0.11%
7,915
158
$781K 0.11%
13,530
159
$758K 0.11%
7,114
-507
160
$752K 0.11%
17,650
161
$752K 0.11%
9,600
162
$747K 0.11%
44,300
-900
163
$691K 0.1%
10,025
-580
164
$689K 0.1%
15,900
165
$687K 0.1%
13,083
-1,792
166
$655K 0.09%
33,877
+7,642
167
$646K 0.09%
9,830
168
$646K 0.09%
14,880
169
$635K 0.09%
15,800
170
$623K 0.09%
4,950
171
$622K 0.09%
+9,085
172
$621K 0.09%
6,853
173
$618K 0.09%
17,986
-3,838
174
$594K 0.08%
2,295
-1,131
175
$588K 0.08%
14,250
-800
5 6
7
8 9