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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.13M 0.09%
3,045
+212
152
$1.11M 0.08%
+24,793
153
$1.1M 0.08%
66,077
-706
154
$1.09M 0.08%
9,790
+554
155
$1.08M 0.08%
5,436
156
$1.07M 0.08%
10,317
-528
157
$1.06M 0.08%
8,237
-1,784
158
$1.05M 0.08%
25,000
-10,482
159
$1.04M 0.08%
2,859
-276
160
$1.03M 0.08%
7,070
-684
161
$985K 0.07%
5,420
-500
162
$982K 0.07%
11,200
163
$946K 0.07%
19,707
+75
164
$919K 0.07%
23,275
-5,000
165
$918K 0.07%
36,963
-2,413
166
$904K 0.07%
4,930
167
$900K 0.07%
4,725
168
$875K 0.07%
9,706
+368
169
$872K 0.07%
24,392
-165
170
$866K 0.07%
35,568
-3,031
171
$827K 0.06%
10,314
-8,940
172
$793K 0.06%
6,866
173
$767K 0.06%
2,004
174
$767K 0.06%
5,435
175
$752K 0.06%
9,700
+192
5 6
7
8 9