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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

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
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179
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180
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34,301
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181
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182
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10,138
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183
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184
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3,386
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185
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186
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31,330
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187
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188
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189
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190
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191
$603K 0.04%
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192
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193
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194
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195
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196
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197
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2,862
198
$515K 0.04%
2,446
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199
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1,701
200
$505K 0.04%
6,805
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