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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$412K 0.03%
5,251
202
$406K 0.03%
3,192
-77
203
$403K 0.03%
9,208
-7,031
204
$399K 0.03%
2,050
-100
205
$398K 0.03%
5,767
-450
206
$383K 0.03%
+1,900
207
$375K 0.03%
855
208
$362K 0.03%
14,318
-7,378
209
$359K 0.03%
18,787
210
$348K 0.03%
2,000
211
$338K 0.02%
2,732
212
$332K 0.02%
4,999
213
$325K 0.02%
3,059
-34
214
$321K 0.02%
2,735
215
$318K 0.02%
3,272
-1,312
216
$316K 0.02%
4,263
217
$313K 0.02%
2,883
218
$308K 0.02%
825
219
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6,038
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220
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221
$301K 0.02%
10,217
222
$294K 0.02%
3,497
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223
$293K 0.02%
2,807
224
$287K 0.02%
5,300
-164
225
$281K 0.02%
3,156
-254
7 8
9
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