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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$646K 0.08%
+16,501
177
$641K 0.08%
20,325
+2,800
178
$641K 0.08%
13,834
179
$631K 0.08%
6,533
+100
180
$626K 0.08%
6,015
+15
181
$617K 0.08%
14,492
182
$611K 0.08%
15,500
183
$609K 0.08%
10,276
184
$601K 0.08%
8,116
-11,597
185
$583K 0.07%
13,900
186
$572K 0.07%
4,487
-20
187
$568K 0.07%
7,225
188
$546K 0.07%
10,492
-1,196
189
$544K 0.07%
16,177
-140
190
$530K 0.07%
6,059
-225
191
$522K 0.07%
4,552
-180
192
$521K 0.07%
4,286
-20
193
$521K 0.07%
4,868
-50
194
$512K 0.06%
19,375
195
$478K 0.06%
10,375
+2,000
196
$471K 0.06%
13,875
+50
197
$457K 0.06%
19,317
198
$445K 0.06%
16,860
-300
199
$440K 0.06%
9,975
200
$438K 0.06%
4,580
6 7
8
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