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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$584K 0.07%
9,586
+444
177
$569K 0.07%
9,506
-50
178
$568K 0.07%
11,380
179
$566K 0.07%
7,115
-42
180
$561K 0.07%
5,230
181
$555K 0.07%
3,987
182
$544K 0.07%
5,550
-50
183
$525K 0.06%
4,370
-15
184
$522K 0.06%
6,408
-50
185
$504K 0.06%
11,032
186
$494K 0.06%
3,710
187
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3,370
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188
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19,317
189
$460K 0.06%
7,081
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190
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3,310
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191
$446K 0.05%
31,000
192
$443K 0.05%
6,905
193
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8,850
194
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195
$431K 0.05%
8,750
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196
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8,275
197
$405K 0.05%
23,900
+3,500
198
$398K 0.05%
17,617
199
$389K 0.05%
2,200
200
$389K 0.05%
3,035
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