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
$796M
AUM Growth
-$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.8M
3
+$1.3M
4
BKU icon
Bankunited
BKU
+$981K
5
UNP icon
Union Pacific
UNP
+$897K

Top Sells

1
+$1.59M
2
+$1.09M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$976K
5
ZBRA icon
Zebra Technologies
ZBRA
+$921K

Sector Composition

1 Healthcare 18.42%
2 Industrials 14.67%
3 Technology 12.65%
4 Consumer Staples 9.88%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 2.78%
541,765
+246
2
$21.3M 2.67%
181,637
-6,308
3
$21.2M 2.66%
102,764
+11,185
4
$17.8M 2.24%
153,838
-3,674
5
$17.1M 2.16%
128,038
-315
6
$16.7M 2.1%
171,806
-11,233
7
$15.6M 1.96%
170,548
+1,927
8
$15.1M 1.9%
181,723
-3,612
9
$14M 1.77%
447,936
-31,136
10
$13.4M 1.68%
119,144
-1,367
11
$13.1M 1.65%
47,904
-359
12
$12.4M 1.56%
222,076
-6,215
13
$12M 1.51%
153,310
+121
14
$11.7M 1.47%
93,908
-317
15
$11.7M 1.47%
122,211
+9,407
16
$11M 1.39%
187,342
-1,648
17
$11M 1.38%
117,501
+13,902
18
$10.6M 1.33%
262,326
-9,005
19
$10.5M 1.32%
185,438
-4,405
20
$10.4M 1.3%
120,285
-1,678
21
$9.33M 1.17%
68,532
-100
22
$9.11M 1.15%
71,575
-961
23
$9.07M 1.14%
167,918
+140
24
$8.68M 1.09%
78,165
-8,290
25
$8.55M 1.08%
91,651
-518
1
2 3 4 5