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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$696K 0.05%
15,714
+4,870
177
$692K 0.05%
8,472
+2,600
178
$682K 0.05%
6,859
-50
179
$673K 0.05%
18,275
180
$671K 0.05%
5,037
+107
181
$648K 0.05%
10,301
-2,380
182
$641K 0.05%
1,850
+1,150
183
$636K 0.05%
1,779
184
$620K 0.04%
3,380
185
$618K 0.04%
4,421
-273
186
$612K 0.04%
11,839
187
$606K 0.04%
2,631
+1
188
$599K 0.04%
9,550
189
$595K 0.04%
4,578
-2,133
190
$593K 0.04%
3,410
191
$589K 0.04%
11,690
-264
192
$575K 0.04%
18,145
-3,300
193
$558K 0.04%
3,372
194
$554K 0.04%
4,864
-90
195
$542K 0.04%
4,830
196
$524K 0.04%
5,251
197
$521K 0.04%
5,139
198
$520K 0.04%
4,062
-200
199
$516K 0.04%
5,847
200
$514K 0.04%
+9,350
6 7
8
9 10