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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.15M 0.08%
16,546
-1,323
152
$1.13M 0.08%
11,200
153
$1.08M 0.08%
2,004
154
$1.07M 0.08%
9,550
155
$1.04M 0.08%
62,077
156
$952K 0.07%
7,166
-350
157
$947K 0.07%
4,635
-90
158
$940K 0.07%
9,984
+103
159
$930K 0.07%
+11,646
160
$919K 0.07%
10,689
-200
161
$919K 0.07%
37,633
+670
162
$897K 0.07%
19,302
-405
163
$884K 0.06%
5,045
-300
164
$863K 0.06%
18,960
-18,450
165
$837K 0.06%
10,912
+1,070
166
$812K 0.06%
4,930
167
$807K 0.06%
12,000
168
$790K 0.06%
5,435
169
$781K 0.06%
23,259
-1,243
170
$778K 0.06%
23,275
171
$770K 0.06%
14,845
172
$765K 0.06%
6,285
-785
173
$753K 0.05%
3,850
174
$729K 0.05%
+8,378
175
$727K 0.05%
7,665
-1,741
5 6
7
8 9