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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$919K 0.08%
5,894
+190
152
$886K 0.07%
15,508
153
$885K 0.07%
21,074
+326
154
$881K 0.07%
9,125
-100
155
$869K 0.07%
7,971
156
$866K 0.07%
5,632
157
$863K 0.07%
1,689
158
$801K 0.07%
12,576
-2,112
159
$798K 0.07%
34,559
+4,968
160
$775K 0.06%
8,491
-15
161
$730K 0.06%
10,102
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162
$724K 0.06%
11,356
163
$723K 0.06%
10,360
+1,184
164
$691K 0.06%
18,129
165
$687K 0.06%
16,334
166
$683K 0.06%
8,750
167
$653K 0.05%
1,650
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168
$651K 0.05%
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169
$636K 0.05%
4,596
-327
170
$599K 0.05%
8,323
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171
$590K 0.05%
13,830
172
$584K 0.05%
8,063
+38
173
$558K 0.05%
5,126
+44
174
$556K 0.05%
8,919
175
$552K 0.05%
8,580
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