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
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$440K 0.05%
7,885
-40
202
$439K 0.05%
17,160
-1,225
203
$429K 0.05%
8,066
204
$428K 0.05%
9,750
-994
205
$427K 0.05%
31,000
+1,000
206
$427K 0.05%
4,580
-10
207
$419K 0.05%
4,500
208
$406K 0.05%
6,633
209
$404K 0.05%
8,375
210
$402K 0.05%
7,617
211
$399K 0.05%
8,000
212
$375K 0.05%
10,000
213
$365K 0.05%
5,009
214
$354K 0.04%
9,509
-1,104
215
$350K 0.04%
3,741
216
$341K 0.04%
6,106
217
$338K 0.04%
10,210
+475
218
$303K 0.04%
6,815
-60
219
$303K 0.04%
3,505
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220
$300K 0.04%
5,000
221
$298K 0.04%
9,150
222
$298K 0.04%
4,550
223
$297K 0.04%
6,000
224
$296K 0.04%
6,930
225
$294K 0.04%
11,200
7 8
9
10 11