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
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$506K 0.04%
4,104
202
$497K 0.04%
4,945
-833
203
$493K 0.04%
3,141
204
$488K 0.03%
1,175
205
$488K 0.03%
4,450
206
$488K 0.03%
27,349
-6,025
207
$477K 0.03%
4,346
-382
208
$471K 0.03%
1,731
209
$463K 0.03%
1,062
210
$446K 0.03%
4,868
+590
211
$442K 0.03%
7,255
-851
212
$440K 0.03%
5,110
+302
213
$439K 0.03%
13,581
+215
214
$436K 0.03%
+1,745
215
$431K 0.03%
3,396
-250
216
$415K 0.03%
+1,866
217
$415K 0.03%
8,514
218
$413K 0.03%
13,900
219
$404K 0.03%
2,191
+1,225
220
$403K 0.03%
7,590
221
$401K 0.03%
+716
222
$398K 0.03%
5,520
223
$382K 0.03%
12,747
224
$377K 0.03%
1,357
225
$373K 0.03%
12,395
7 8
9
10 11