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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$620K 0.05%
6,694
-165
177
$619K 0.05%
14,845
178
$617K 0.05%
15,398
+7,283
179
$613K 0.05%
8,777
-110
180
$613K 0.05%
2,631
181
$598K 0.05%
11,839
182
$589K 0.05%
12,000
183
$589K 0.05%
7,707
-89
184
$581K 0.05%
6,388
185
$580K 0.05%
9,550
186
$561K 0.05%
1,779
187
$558K 0.05%
16,275
-2,000
188
$552K 0.05%
3,410
189
$549K 0.05%
+2,770
190
$535K 0.04%
5,918
+4,100
191
$528K 0.04%
5,251
192
$519K 0.04%
3,380
193
$511K 0.04%
4,864
194
$503K 0.04%
17,417
-728
195
$502K 0.04%
3,372
196
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11,690
197
$491K 0.04%
4,830
198
$489K 0.04%
9,350
199
$467K 0.04%
5,037
200
$459K 0.04%
4,381
-40
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