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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$980K 0.08%
3,975
+120
152
$958K 0.08%
54,169
-1,150
153
$908K 0.07%
15,155
154
$906K 0.07%
9,139
-55
155
$892K 0.07%
12,069
156
$886K 0.07%
8,506
-263
157
$886K 0.07%
4,629
158
$850K 0.07%
7,870
-19
159
$848K 0.07%
8,664
-295
160
$814K 0.07%
34,557
161
$812K 0.07%
9,323
162
$812K 0.07%
6,000
163
$786K 0.06%
19,216
+4,838
164
$772K 0.06%
5,085
165
$754K 0.06%
1,689
166
$736K 0.06%
9,590
-1,388
167
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16,334
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168
$716K 0.06%
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169
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3,122
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170
$670K 0.05%
7,165
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171
$660K 0.05%
11,356
172
$634K 0.05%
5,163
-1,580
173
$628K 0.05%
13,830
174
$628K 0.05%
1,730
175
$608K 0.05%
15,398
5 6
7
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