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
$703M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.4M
3
+$885K
4
FAST icon
Fastenal
FAST
+$828K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$622K

Top Sells

1
+$1.05M
2
+$686K
3
+$666K
4
JNJ icon
Johnson & Johnson
JNJ
+$583K
5
RTX icon
RTX Corp
RTX
+$391K

Sector Composition

1 Healthcare 16.42%
2 Industrials 13.18%
3 Technology 12.26%
4 Consumer Staples 10.43%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$580K 0.08%
13,175
-4,252
177
$571K 0.08%
7,411
178
$564K 0.08%
4,900
179
$553K 0.08%
13,955
-2,010
180
$547K 0.08%
10,020
+900
181
$539K 0.08%
10,700
182
$532K 0.08%
10,672
+432
183
$520K 0.07%
5,930
-280
184
$515K 0.07%
10,700
-200
185
$509K 0.07%
7,382
+1,391
186
$508K 0.07%
7,302
+3,908
187
$495K 0.07%
19,920
188
$495K 0.07%
8,548
-81
189
$491K 0.07%
14,718
-225
190
$478K 0.07%
18,710
191
$475K 0.07%
5,248
+1,850
192
$474K 0.07%
19,227
-600
193
$468K 0.07%
13,150
194
$467K 0.07%
4,557
195
$463K 0.07%
7,002
-221
196
$443K 0.06%
7,358
197
$431K 0.06%
10,276
198
$420K 0.06%
13,900
199
$413K 0.06%
8,000
200
$411K 0.06%
7,108
-700
6 7
8
9 10