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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$830K 0.11%
+6,540
152
$825K 0.11%
7,838
-360
153
$816K 0.11%
13,834
154
$814K 0.11%
13,956
-1,041
155
$810K 0.11%
26,100
+1,100
156
$797K 0.11%
11,500
+7,750
157
$787K 0.1%
4,991
158
$778K 0.1%
7,032
159
$771K 0.1%
9,650
-200
160
$753K 0.1%
10,450
161
$727K 0.1%
38,431
+2,748
162
$676K 0.09%
5,100
163
$674K 0.09%
17,264
-41,776
164
$657K 0.09%
63,554
165
$646K 0.09%
10,979
-835
166
$639K 0.08%
21,136
167
$630K 0.08%
15,630
168
$627K 0.08%
21,740
169
$624K 0.08%
10,657
+2,040
170
$617K 0.08%
5,283
171
$611K 0.08%
7,450
+1,130
172
$551K 0.07%
13,524
173
$550K 0.07%
10,106
-60
174
$549K 0.07%
6,754
175
$530K 0.07%
+5,166
5 6
7
8 9