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
$805M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$903K
3
+$879K
4
LH icon
Labcorp
LH
+$818K
5
ECL icon
Ecolab
ECL
+$743K

Top Sells

1
+$1.98M
2
+$1.74M
3
+$1.28M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$1.26M
5
MCD icon
McDonald's
MCD
+$1.18M

Sector Composition

1 Healthcare 17.99%
2 Industrials 14.98%
3 Technology 12.91%
4 Consumer Staples 10.2%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 2.75%
541,519
-14,080
2
$18.9M 2.35%
91,579
+1,043
3
$18.4M 2.29%
187,945
-13,083
4
$18.4M 2.29%
183,039
+10
5
$18.2M 2.25%
157,512
-10,198
6
$18M 2.24%
128,353
-432
7
$15.8M 1.96%
185,335
-974
8
$14.9M 1.85%
479,072
-5,900
9
$14.9M 1.85%
168,621
+699
10
$13.4M 1.66%
48,263
-530
11
$12.9M 1.6%
228,291
12
$12.6M 1.56%
153,189
-1,565
13
$12.4M 1.54%
120,511
+1,606
14
$12.2M 1.52%
112,804
+1,433
15
$11.7M 1.45%
271,331
-750
16
$11.2M 1.38%
188,990
-570
17
$10.9M 1.36%
94,225
-45
18
$10.6M 1.32%
189,843
+5,291
19
$10.2M 1.26%
121,963
+939
20
$9.9M 1.23%
68,632
-542
21
$9.75M 1.21%
103,599
+3,162
22
$9.09M 1.13%
123,225
+95
23
$8.81M 1.09%
92,169
-50
24
$8.72M 1.08%
137,324
-8,972
25
$8.63M 1.07%
72,536
-101
1
2 3 4 5