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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$509K 0.04%
2,998
202
$506K 0.04%
5,847
203
$503K 0.04%
4,262
-440
204
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-213
205
$490K 0.04%
6,805
-358
206
$488K 0.04%
6,006
+1,176
207
$487K 0.04%
5,213
208
$471K 0.04%
8,899
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209
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5,750
210
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5,770
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211
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1,175
212
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213
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3,141
214
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7,314
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215
$403K 0.03%
30,360
+2,440
216
$402K 0.03%
2,740
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217
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218
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219
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4,006
220
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221
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12,800
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222
$381K 0.03%
618
223
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4,104
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224
$380K 0.03%
1,890
-200
225
$370K 0.03%
6,630
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9
10 11