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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$888K 0.09%
39,075
+860
152
$884K 0.09%
19,728
153
$857K 0.09%
4,637
-200
154
$849K 0.09%
5,868
-525
155
$830K 0.09%
6,770
-50
156
$805K 0.08%
11,413
-1,175
157
$793K 0.08%
5,325
158
$776K 0.08%
13,892
159
$770K 0.08%
11,032
160
$739K 0.08%
7,928
-2,445
161
$738K 0.08%
16,706
+25
162
$737K 0.08%
6,435
+13
163
$735K 0.08%
7,285
164
$728K 0.08%
19,773
+51
165
$702K 0.07%
13,423
-121
166
$701K 0.07%
9,595
167
$663K 0.07%
8,100
168
$662K 0.07%
10,276
169
$654K 0.07%
+13,255
170
$650K 0.07%
4,350
-100
171
$644K 0.07%
3,338
-747
172
$634K 0.07%
5,435
173
$633K 0.07%
10,380
-2,750
174
$608K 0.06%
5,500
175
$597K 0.06%
4,350
5 6
7
8 9