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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$591K 0.06%
8,860
177
$589K 0.06%
8,125
178
$580K 0.06%
3,700
+160
179
$566K 0.06%
6,214
-550
180
$561K 0.06%
11,857
181
$554K 0.06%
11,200
182
$531K 0.06%
2,032
+5
183
$527K 0.05%
1,926
184
$527K 0.05%
5,183
-325
185
$527K 0.05%
5,950
-185
186
$521K 0.05%
12,610
-2,825
187
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6,519
-51
188
$517K 0.05%
6,827
-154
189
$508K 0.05%
8,280
190
$499K 0.05%
42,982
191
$499K 0.05%
1,854
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192
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-315
193
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194
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10,400
195
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5,786
196
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3,294
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197
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11,520
+344
198
$432K 0.04%
5,450
-100
199
$431K 0.04%
12,000
200
$427K 0.04%
2,897
-1,586
6 7
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