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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$915K 0.11%
9,925
152
$882K 0.11%
10,490
-75
153
$824K 0.1%
5,100
154
$809K 0.1%
16,058
-5,483
155
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4,774
156
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34,967
-1,229
157
$783K 0.1%
8,880
-280
158
$774K 0.1%
15,525
-250
159
$737K 0.09%
8,189
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160
$732K 0.09%
54,782
161
$729K 0.09%
11,062
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162
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6,389
163
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20,375
-1,365
164
$690K 0.08%
6,388
+150
165
$687K 0.08%
4,500
166
$687K 0.08%
+22,100
167
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168
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169
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10,276
170
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171
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172
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3,162
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173
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10,930
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174
$619K 0.08%
5,133
-150
175
$586K 0.07%
6,000
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