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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$548K 0.04%
3,000
177
$523K 0.04%
5,857
-1,308
178
$514K 0.04%
+100,000
179
$512K 0.04%
5,586
180
$503K 0.04%
4,058
-22
181
$501K 0.04%
1,670
+26
182
$499K 0.04%
4,830
183
$495K 0.04%
3,532
+194
184
$486K 0.04%
9,212
-300
185
$486K 0.04%
4,930
186
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6,745
-135
187
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3,315
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188
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189
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9,254
190
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3,585
-11,031
191
$455K 0.04%
3,110
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192
$453K 0.04%
4,346
193
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2,811
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194
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3,141
195
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4,006
196
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9,550
197
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3,500
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198
$423K 0.03%
5,251
199
$411K 0.03%
5,922
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200
$409K 0.03%
13,723
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8
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