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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$358K 0.03%
7,614
-208
202
$358K 0.03%
5,750
203
$347K 0.03%
7,368
-691
204
$347K 0.03%
6,561
-23
205
$341K 0.03%
10,380
206
$340K 0.03%
3,141
207
$338K 0.03%
1,034
208
$331K 0.03%
1,950
209
$325K 0.03%
12,768
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210
$322K 0.03%
10,274
-1
211
$317K 0.03%
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212
$313K 0.03%
13,900
213
$309K 0.03%
4,854
214
$290K 0.03%
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215
$287K 0.03%
2,650
-500
216
$279K 0.03%
4,700
-200
217
$276K 0.03%
1,272
218
$260K 0.02%
+1,175
219
$259K 0.02%
5,000
220
$258K 0.02%
10,252
-395
221
$253K 0.02%
3,651
222
$250K 0.02%
2,758
-275
223
$217K 0.02%
+5,314
224
$217K 0.02%
4,986
225
$216K 0.02%
4,146
6 7 8
9
10