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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$501K 0.04%
4,262
202
$499K 0.04%
4,830
203
$492K 0.04%
2,250
-78
204
$488K 0.04%
3,141
205
$482K 0.03%
4,146
206
$478K 0.03%
5,847
207
$471K 0.03%
10,844
-3,938
208
$460K 0.03%
5,213
209
$454K 0.03%
4,808
210
$451K 0.03%
5,750
211
$449K 0.03%
6,807
+750
212
$435K 0.03%
7,314
213
$429K 0.03%
7,381
+300
214
$427K 0.03%
12,800
215
$413K 0.03%
4,040
216
$407K 0.03%
9,130
-415
217
$394K 0.03%
1,175
218
$391K 0.03%
12,397
-8,724
219
$387K 0.03%
12,395
+415
220
$368K 0.03%
4,104
221
$363K 0.03%
4,006
222
$359K 0.03%
13,900
223
$356K 0.03%
8,514
224
$350K 0.03%
2,423
-317
225
$349K 0.03%
1,272
7 8
9
10 11