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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.02M 0.07%
5,632
152
$1.02M 0.07%
4,629
153
$1.01M 0.07%
125,000
154
$1M 0.07%
24,179
155
$994K 0.07%
6,672
+2,447
156
$971K 0.07%
25,003
-14,280
157
$912K 0.07%
8,542
-6,701
158
$885K 0.06%
1,346
-68
159
$835K 0.06%
6,311
+117
160
$823K 0.06%
1,633
-37
161
$815K 0.06%
13,609
-150
162
$813K 0.06%
8,888
+450
163
$803K 0.06%
4,642
+500
164
$796K 0.06%
7,019
165
$780K 0.06%
7,471
-243
166
$779K 0.06%
7,758
-125
167
$715K 0.05%
5,532
+294
168
$686K 0.05%
3,925
169
$684K 0.05%
15,565
+6,290
170
$677K 0.05%
8,693
-10
171
$656K 0.05%
3,000
172
$650K 0.05%
8,444
-100
173
$637K 0.05%
6,560
174
$637K 0.05%
5,050
-7,857
175
$633K 0.05%
25,000
5 6
7
8 9