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
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$465K 0.05%
2,702
202
$461K 0.05%
2,027
203
$454K 0.05%
5,000
-25
204
$453K 0.05%
1,217
205
$453K 0.05%
4,981
-50
206
$448K 0.05%
7,106
-51
207
$445K 0.05%
5,315
208
$438K 0.05%
221
-3
209
$437K 0.05%
6,986
210
$429K 0.05%
5,850
-50
211
$421K 0.04%
6,856
-233
212
$421K 0.04%
3,610
-1,620
213
$419K 0.04%
12,000
214
$416K 0.04%
7,500
215
$407K 0.04%
1,530
-10
216
$404K 0.04%
4,635
217
$389K 0.04%
3,625
218
$389K 0.04%
2,155
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219
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5,000
220
$371K 0.04%
22,900
221
$369K 0.04%
3,410
-284
222
$365K 0.04%
5,473
223
$362K 0.04%
1,624
224
$355K 0.04%
6,450
225
$341K 0.04%
4,500
7 8
9
10 11