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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$448K 0.04%
5,812
-2,580
202
$432K 0.03%
9,550
203
$430K 0.03%
5,614
-1,298
204
$426K 0.03%
8,025
205
$426K 0.03%
3,448
-14
206
$420K 0.03%
2,290
-480
207
$408K 0.03%
4,006
208
$406K 0.03%
12,698
209
$404K 0.03%
3,078
+332
210
$402K 0.03%
7,205
-5,429
211
$384K 0.03%
19,986
+3,316
212
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3,995
-38
213
$380K 0.03%
+2,671
214
$370K 0.03%
13,700
215
$366K 0.03%
5,772
+194
216
$360K 0.03%
2,780
+129
217
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5,266
-117
218
$348K 0.03%
8,514
219
$346K 0.03%
1,637
-205
220
$338K 0.03%
19,529
221
$324K 0.03%
1,322
222
$314K 0.03%
4,127
223
$306K 0.02%
5,065
224
$304K 0.02%
855
225
$294K 0.02%
2,735
7 8
9
10 11