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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$457K 0.04%
5,139
202
$441K 0.04%
1,731
203
$433K 0.04%
5,163
+3,088
204
$425K 0.04%
4,346
205
$421K 0.04%
1,066
+350
206
$411K 0.03%
3,462
-600
207
$409K 0.03%
5,110
208
$392K 0.03%
18,710
-8,639
209
$386K 0.03%
4,104
210
$381K 0.03%
1,551
-315
211
$381K 0.03%
3,141
212
$369K 0.03%
12,395
213
$368K 0.03%
2,282
-1,345
214
$365K 0.03%
4,576
-292
215
$364K 0.03%
13,613
+32
216
$352K 0.03%
1,175
217
$350K 0.03%
5,688
-2,420
218
$349K 0.03%
7,590
219
$345K 0.03%
2,050
-141
220
$343K 0.03%
1,630
+875
221
$342K 0.03%
13,700
-200
222
$332K 0.03%
6,103
-1,152
223
$328K 0.03%
8,514
224
$320K 0.03%
1,202
225
$317K 0.03%
2,519
+962
7 8
9
10 11