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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$510K 0.07%
13,850
177
$492K 0.06%
4,062
-54
178
$468K 0.06%
4,500
179
$450K 0.06%
5,775
180
$444K 0.06%
+3,905
181
$441K 0.06%
19,317
182
$438K 0.06%
3,931
-56
183
$437K 0.06%
6,485
184
$435K 0.06%
6,000
185
$423K 0.06%
6,633
186
$416K 0.05%
9,030
187
$415K 0.05%
8,921
-2,721
188
$403K 0.05%
10,276
189
$401K 0.05%
9,823
190
$397K 0.05%
11,032
-15,837
191
$397K 0.05%
14,890
-770
192
$394K 0.05%
3,416
193
$391K 0.05%
6,600
194
$389K 0.05%
6,473
195
$386K 0.05%
20,005
196
$386K 0.05%
31,000
197
$384K 0.05%
4,545
-132
198
$366K 0.05%
3,287
-515
199
$364K 0.05%
8,050
200
$357K 0.05%
8,850
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8
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