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
$703M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.4M
3
+$885K
4
FAST icon
Fastenal
FAST
+$828K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$622K

Top Sells

1
+$1.05M
2
+$686K
3
+$666K
4
JNJ icon
Johnson & Johnson
JNJ
+$583K
5
RTX icon
RTX Corp
RTX
+$391K

Sector Composition

1 Healthcare 16.42%
2 Industrials 13.18%
3 Technology 12.26%
4 Consumer Staples 10.43%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$410K 0.06%
8,830
-720
202
$403K 0.06%
6,388
+130
203
$396K 0.06%
3,850
+400
204
$389K 0.06%
6,300
205
$387K 0.06%
4,632
206
$380K 0.05%
8,890
207
$366K 0.05%
9,875
208
$366K 0.05%
3,175
+200
209
$360K 0.05%
8,066
210
$360K 0.05%
10,000
211
$360K 0.05%
24,225
+1,375
212
$354K 0.05%
10,176
213
$350K 0.05%
1,593
-34
214
$349K 0.05%
3,406
215
$349K 0.05%
5,375
+50
216
$345K 0.05%
11,075
+100
217
$344K 0.05%
4,369
218
$344K 0.05%
4,750
-25
219
$338K 0.05%
6,692
-45
220
$338K 0.05%
14,775
+1,150
221
$333K 0.05%
11,622
222
$329K 0.05%
23,824
+400
223
$327K 0.05%
4,895
-24
224
$325K 0.05%
12,500
-34
225
$306K 0.04%
4,500
6 7 8
9
10