BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.29M
3
+$1.23M
4
ADBE icon
Adobe
ADBE
+$863K
5
PANW icon
Palo Alto Networks
PANW
+$818K

Top Sells

1
+$5.33M
2
+$4.41M
3
+$1.05M
4
MO icon
Altria Group
MO
+$891K
5
KO icon
Coca-Cola
KO
+$850K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$725K 0.05%
6,729
177
$723K 0.05%
6,550
+626
178
$707K 0.05%
1,062
-10
179
$707K 0.05%
3,410
180
$700K 0.05%
34,301
-1,896
181
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5,520
182
$697K 0.05%
10,138
-136
183
$661K 0.05%
7,389
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184
$651K 0.05%
3,386
-62
185
$650K 0.05%
2,950
186
$649K 0.05%
31,330
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187
$647K 0.05%
11,839
188
$637K 0.05%
7,709
189
$625K 0.05%
4,728
190
$605K 0.04%
4,700
191
$603K 0.04%
8,899
192
$603K 0.04%
11,954
193
$597K 0.04%
11,226
194
$558K 0.04%
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195
$534K 0.04%
4,871
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196
$530K 0.04%
1,523
197
$521K 0.04%
2,862
198
$515K 0.04%
2,446
+136
199
$510K 0.04%
1,701
200
$505K 0.04%
6,805
6 7
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