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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$927K 0.08%
5,718
152
$904K 0.08%
19,377
-51
153
$900K 0.08%
+21,121
154
$870K 0.08%
8,371
155
$870K 0.08%
35,234
156
$861K 0.08%
10,300
157
$860K 0.08%
5,160
158
$843K 0.08%
11,200
159
$838K 0.08%
2,688
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160
$835K 0.08%
8,909
161
$793K 0.07%
2,576
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162
$753K 0.07%
25,677
-171
163
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7,866
-200
164
$717K 0.07%
4,930
165
$685K 0.06%
10,739
-5,468
166
$673K 0.06%
8,368
167
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168
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169
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171
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9,463
172
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12,000
173
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5,435
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174
$564K 0.05%
6,106
-510
175
$563K 0.05%
5,464
5 6
7
8 9