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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$422K 0.04%
4,830
202
$421K 0.04%
7,700
-700
203
$417K 0.04%
4,875
-150
204
$416K 0.04%
3,625
205
$413K 0.04%
6,670
-55
206
$407K 0.04%
5,750
207
$404K 0.04%
8,084
208
$404K 0.04%
1,655
-1
209
$401K 0.04%
7,500
210
$394K 0.04%
3,410
211
$393K 0.04%
4,685
+609
212
$390K 0.04%
1,473
+9
213
$386K 0.04%
5,000
214
$382K 0.04%
12,308
-769
215
$381K 0.04%
7,204
+14
216
$373K 0.04%
3,610
217
$368K 0.04%
2,702
218
$363K 0.04%
+12,263
219
$351K 0.04%
22,900
220
$351K 0.04%
2,190
221
$345K 0.04%
6,986
222
$341K 0.04%
+1,959
223
$338K 0.04%
4,500
224
$329K 0.03%
3,246
+541
225
$328K 0.03%
2,675
7 8
9
10 11