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
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$911K 0.1%
9,166
152
$904K 0.1%
2,310
-255
153
$874K 0.09%
19,728
154
$873K 0.09%
40,561
+2
155
$856K 0.09%
8,698
-107
156
$846K 0.09%
10,264
-100
157
$834K 0.09%
16,356
158
$828K 0.09%
4,867
+148
159
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3,970
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160
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7,925
-5
161
$774K 0.08%
14,043
162
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13,892
163
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17,166
164
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2,429
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165
$710K 0.07%
7,175
+1,650
166
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167
$698K 0.07%
11,032
168
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169
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170
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9,465
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171
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172
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173
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2,382
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174
$633K 0.07%
16,820
+3,045
175
$630K 0.07%
5,435
5 6
7
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