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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$431K 0.05%
68,801
-5,295
202
$430K 0.05%
4,500
203
$423K 0.05%
31,000
204
$421K 0.05%
6,485
205
$409K 0.05%
9,500
-250
206
$402K 0.05%
7,435
-450
207
$399K 0.05%
6,633
208
$395K 0.05%
7,617
209
$388K 0.05%
8,000
210
$387K 0.05%
7,725
-341
211
$380K 0.05%
+25,200
212
$361K 0.05%
9,509
213
$347K 0.04%
3,810
-3,150
214
$346K 0.04%
8,050
+1,005
215
$334K 0.04%
5,900
-206
216
$332K 0.04%
4,550
217
$331K 0.04%
3,416
-325
218
$309K 0.04%
3,982
-1,027
219
$307K 0.04%
9,760
-450
220
$305K 0.04%
8,850
-300
221
$305K 0.04%
3,289
222
$299K 0.04%
6,765
+2,400
223
$297K 0.04%
5,000
224
$293K 0.04%
11,200
225
$291K 0.04%
6,474
+474
7 8
9
10 11