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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$508K 0.05%
4,876
+205
177
$505K 0.05%
5,213
-472
178
$503K 0.05%
6,017
179
$499K 0.05%
3,498
-2
180
$489K 0.04%
9,508
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181
$488K 0.04%
1,444
-9
182
$468K 0.04%
4,728
-771
183
$447K 0.04%
5,198
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184
$437K 0.04%
12,720
185
$436K 0.04%
3,410
186
$426K 0.04%
11,955
-2
187
$423K 0.04%
3,850
188
$418K 0.04%
1,914
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189
$410K 0.04%
6,805
190
$409K 0.04%
6,630
191
$406K 0.04%
2,640
192
$405K 0.04%
29,920
193
$391K 0.04%
4,830
194
$386K 0.04%
618
195
$382K 0.03%
4,985
196
$379K 0.03%
2,000
+117
197
$377K 0.03%
6,796
-1,167
198
$375K 0.03%
10,450
199
$371K 0.03%
2,090
200
$367K 0.03%
6,603
-1,514
6 7
8
9 10