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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.08M 0.08%
44,878
+8,302
152
$1.04M 0.07%
8,425
-629
153
$1.03M 0.07%
8,887
-1,041
154
$1M 0.07%
19,146
+500
155
$990K 0.07%
9,996
-565
156
$976K 0.07%
19,659
+150
157
$974K 0.07%
4,095
+1,060
158
$961K 0.07%
9,800
-184
159
$944K 0.07%
1,964
-40
160
$919K 0.07%
9,194
-280
161
$908K 0.06%
10,679
-2,500
162
$899K 0.06%
8,350
-28
163
$877K 0.06%
11,688
-4,333
164
$846K 0.06%
4,585
+460
165
$842K 0.06%
6,388
+1,025
166
$828K 0.06%
11,015
-118
167
$806K 0.06%
3,627
-176
168
$792K 0.06%
5,085
-350
169
$777K 0.06%
12,000
170
$771K 0.05%
6,622
-107
171
$761K 0.05%
9,297
+1,427
172
$753K 0.05%
3,030
+80
173
$737K 0.05%
14,845
174
$709K 0.05%
7,796
+820
175
$701K 0.05%
11,898
-10,019
5 6
7
8 9