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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$921K 0.08%
18,450
-10,663
152
$897K 0.07%
4,350
-40
153
$895K 0.07%
6,338
+1,760
154
$890K 0.07%
9,259
-737
155
$885K 0.07%
21,843
+2,184
156
$863K 0.07%
10,800
157
$848K 0.07%
9,583
-92
158
$826K 0.07%
9,194
159
$800K 0.07%
22,384
160
$800K 0.07%
9,679
-1,000
161
$779K 0.07%
18,646
-500
162
$772K 0.06%
9,700
-100
163
$772K 0.06%
6,480
-3,114
164
$757K 0.06%
1,964
165
$747K 0.06%
9,922
-40,094
166
$732K 0.06%
3,030
167
$713K 0.06%
2,545
+695
168
$699K 0.06%
5,085
169
$656K 0.05%
11,738
+5,681
170
$652K 0.05%
7,702
-770
171
$644K 0.05%
11,087
+72
172
$639K 0.05%
6,622
173
$636K 0.05%
10,946
-742
174
$630K 0.05%
10,301
175
$627K 0.05%
16,819
+1,105
5 6
7
8 9