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
$703M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.4M
3
+$885K
4
FAST icon
Fastenal
FAST
+$828K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$622K

Top Sells

1
+$1.05M
2
+$686K
3
+$666K
4
JNJ icon
Johnson & Johnson
JNJ
+$583K
5
RTX icon
RTX Corp
RTX
+$391K

Sector Composition

1 Healthcare 16.42%
2 Industrials 13.18%
3 Technology 12.26%
4 Consumer Staples 10.43%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 3.15%
551,135
+11,936
2
$18.1M 2.58%
210,878
-3,399
3
$16.9M 2.41%
100,767
-816
4
$16.3M 2.32%
188,024
-6,729
5
$14.4M 2.05%
124,921
-1,293
6
$14.2M 2.02%
183,778
-4,680
7
$14.1M 2.01%
163,486
-12,129
8
$14M 1.99%
222,360
-3,185
9
$12.5M 1.78%
165,912
-2,370
10
$11.2M 1.59%
49,422
+515
11
$11.1M 1.58%
232,401
-40
12
$10.5M 1.5%
119,292
-832
13
$9.99M 1.42%
180,266
+615
14
$9.65M 1.37%
193,314
-1,010
15
$9.63M 1.37%
290,365
-4,408
16
$8.99M 1.28%
149,521
-155
17
$8.81M 1.25%
129,828
-5,766
18
$8.77M 1.25%
81,988
-60
19
$8.67M 1.23%
75,701
-501
20
$8.55M 1.22%
110,114
+1,410
21
$8.41M 1.2%
494,228
+6,412
22
$8.13M 1.16%
186,784
-2,400
23
$8.01M 1.14%
171,122
+23
24
$7.98M 1.13%
107,606
-1,774
25
$7.95M 1.13%
76,199
-1
1
2 3 4 5