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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$353K 0.05%
3,840
-460
202
$340K 0.04%
3,376
-5,825
203
$339K 0.04%
6,610
+1,660
204
$330K 0.04%
9,250
205
$322K 0.04%
6,359
-4,133
206
$307K 0.04%
1,500
207
$306K 0.04%
4,250
208
$304K 0.04%
11,200
209
$284K 0.04%
4,000
210
$283K 0.04%
10,375
-10,350
211
$283K 0.04%
1,739
+716
212
$280K 0.04%
5,000
213
$278K 0.04%
5,950
214
$265K 0.03%
2,903
215
$263K 0.03%
4,400
216
$262K 0.03%
4,190
-2,400
217
$261K 0.03%
5,441
218
$260K 0.03%
4,500
219
$255K 0.03%
+21,400
220
$252K 0.03%
5,548
221
$244K 0.03%
1,182
222
$241K 0.03%
3,840
223
$240K 0.03%
+16,200
224
$239K 0.03%
3,100
-420
225
$238K 0.03%
9,000
6 7 8
9
10