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
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$661K 0.08%
21,740
+410
177
$645K 0.08%
8,767
178
$631K 0.08%
7,488
179
$627K 0.08%
14,492
+4,316
180
$621K 0.08%
17,525
181
$616K 0.08%
13,183
-122
182
$607K 0.08%
3,625
183
$601K 0.07%
12,640
184
$598K 0.07%
4,507
-50
185
$592K 0.07%
74,096
186
$590K 0.07%
10,276
187
$590K 0.07%
6,000
-50
188
$581K 0.07%
7,225
+500
189
$559K 0.07%
13,900
190
$545K 0.07%
19,375
191
$534K 0.07%
4,732
+230
192
$531K 0.07%
6,284
+59
193
$530K 0.07%
16,317
194
$530K 0.07%
19,317
195
$528K 0.07%
4,306
196
$527K 0.07%
4,918
197
$495K 0.06%
3,265
-60
198
$482K 0.06%
13,825
199
$474K 0.06%
9,975
-3,375
200
$462K 0.06%
6,485
6 7
8
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