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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$629K 0.05%
13,816
+600
177
$618K 0.04%
11,098
178
$614K 0.04%
8,502
179
$604K 0.04%
5,084
+2,741
180
$596K 0.04%
1,350
181
$587K 0.04%
29,554
+809
182
$573K 0.04%
4,830
183
$567K 0.04%
3,141
184
$563K 0.04%
9,757
-6,435
185
$562K 0.04%
10,930
-660
186
$553K 0.04%
3,813
-193
187
$544K 0.04%
3,500
188
$530K 0.04%
1,383
189
$525K 0.04%
5,060
-247
190
$525K 0.04%
4,930
191
$517K 0.04%
3,779
192
$516K 0.04%
9,550
193
$513K 0.04%
4,346
194
$492K 0.04%
9,689
195
$482K 0.03%
1,322
196
$478K 0.03%
9,334
197
$452K 0.03%
7,770
-3,588
198
$430K 0.03%
13,700
199
$425K 0.03%
4,452
-421
200
$415K 0.03%
5,812
6 7
8
9 10