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
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$945K 0.12%
15,800
152
$944K 0.12%
12,226
+1,500
153
$942K 0.12%
10,745
-100
154
$903K 0.11%
+17,070
155
$891K 0.11%
15,900
156
$886K 0.11%
7,265
157
$883K 0.11%
38,616
-2,500
158
$870K 0.11%
4
159
$840K 0.1%
16,236
160
$839K 0.1%
6,743
+442
161
$822K 0.1%
16,272
-1,670
162
$820K 0.1%
8,603
163
$818K 0.1%
+7,549
164
$807K 0.1%
15,500
165
$800K 0.1%
10,233
-500
166
$796K 0.1%
8,600
-1,000
167
$774K 0.1%
10,650
-50
168
$767K 0.1%
31,550
+82
169
$750K 0.09%
4,950
170
$750K 0.09%
13,834
171
$741K 0.09%
10,905
172
$710K 0.09%
6,960
+4,625
173
$696K 0.09%
6,433
-500
174
$688K 0.09%
11,405
-150
175
$674K 0.08%
11,688
-480
5 6
7
8 9