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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$404K 0.03%
11,345
202
$397K 0.03%
3,448
203
$393K 0.03%
26,198
+3,321
204
$386K 0.03%
23,286
205
$384K 0.03%
5,727
+551
206
$384K 0.03%
5,812
207
$377K 0.03%
10,775
208
$374K 0.03%
13,700
209
$370K 0.03%
18,202
210
$352K 0.03%
1,322
211
$331K 0.03%
5,944
+96
212
$330K 0.03%
875
-10
213
$318K 0.03%
855
214
$316K 0.03%
4,263
-1,003
215
$308K 0.03%
2,741
+50
216
$298K 0.02%
2,902
+115
217
$297K 0.02%
3,860
218
$293K 0.02%
2,732
+350
219
$289K 0.02%
2,735
220
$266K 0.02%
4,999
-66
221
$254K 0.02%
1,009
222
$251K 0.02%
15,067
+4,469
223
$249K 0.02%
5,040
224
$244K 0.02%
5,664
225
$242K 0.02%
2,413
-10
7 8
9
10 11