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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$894K 0.11%
9,194
-2,412
152
$889K 0.11%
10,650
153
$859K 0.11%
8,163
-440
154
$851K 0.11%
13,135
-7,140
155
$842K 0.11%
6,743
156
$828K 0.1%
6,860
-405
157
$823K 0.1%
11,023
+3,535
158
$819K 0.1%
4
159
$793K 0.1%
8,600
160
$775K 0.1%
10,067
+1,300
161
$765K 0.1%
4,950
162
$763K 0.1%
10,018
-215
163
$761K 0.1%
7,845
-2,900
164
$755K 0.09%
11,180
+275
165
$742K 0.09%
15,800
166
$716K 0.09%
8,885
-4,199
167
$713K 0.09%
12,862
-5,295
168
$690K 0.09%
15,197
-1,075
169
$685K 0.09%
31,755
+205
170
$666K 0.08%
15,150
+2,510
171
$665K 0.08%
31,606
-7,010
172
$659K 0.08%
12,208
-975
173
$652K 0.08%
21,740
174
$651K 0.08%
17,923
-8,467
175
$646K 0.08%
11,205
-200
5 6
7
8 9