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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$382K 0.05%
5,052
202
$378K 0.05%
11,200
203
$371K 0.05%
+8,725
204
$370K 0.05%
5,325
205
$369K 0.05%
5,780
-1,463
206
$342K 0.04%
2,856
-220
207
$338K 0.04%
5,550
-16,150
208
$338K 0.04%
7,825
-7,073
209
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2,400
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210
$332K 0.04%
5,473
211
$323K 0.04%
6,550
-2,050
212
$316K 0.04%
5,000
213
$310K 0.04%
5,883
-476
214
$306K 0.04%
11,000
215
$306K 0.04%
5,900
216
$298K 0.04%
3,694
217
$298K 0.04%
3,700
218
$295K 0.04%
2,140
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219
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4,500
220
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5,558
221
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2,320
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222
$280K 0.03%
+4,630
223
$277K 0.03%
12,000
224
$273K 0.03%
1,150
-100
225
$258K 0.03%
+4,845
6 7 8
9
10