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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$730K 0.05%
21,121
177
$721K 0.05%
12,000
178
$702K 0.05%
14,845
179
$692K 0.05%
17,582
-7,473
180
$691K 0.05%
6,020
181
$675K 0.05%
3,850
182
$673K 0.05%
7,709
183
$651K 0.05%
3,448
184
$647K 0.05%
11,839
+74
185
$639K 0.05%
10,274
186
$630K 0.05%
5,774
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187
$627K 0.05%
4,700
188
$626K 0.05%
3,410
189
$611K 0.05%
8,612
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190
$599K 0.05%
6,817
+1,206
191
$597K 0.04%
2,950
192
$593K 0.04%
4,728
193
$588K 0.04%
11,954
194
$584K 0.04%
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195
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1,072
+38
196
$565K 0.04%
2,718
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197
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1,474
+30
198
$532K 0.04%
4,985
199
$530K 0.04%
5,223
+201
200
$519K 0.04%
2,277
+225
6 7
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