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
$759M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.45M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$2.61M
5
NAT icon
Nordic American Tanker
NAT
+$2.36M

Top Sells

1
+$5.72M
2
+$2.78M
3
+$2.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
BEN icon
Franklin Resources
BEN
+$1.63M

Sector Composition

1 Healthcare 18.47%
2 Industrials 15%
3 Technology 12.34%
4 Consumer Staples 11.14%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 2.5%
175,472
+5,863
2
$17.8M 2.34%
140,977
+1,885
3
$16.5M 2.18%
197,770
+13,867
4
$16.5M 2.18%
80,332
-10,614
5
$15.9M 2.1%
173,142
-2,489
6
$15.4M 2.03%
172,132
+108
7
$14.9M 1.97%
149,129
-1,942
8
$14.6M 1.92%
534,636
+95,920
9
$14.2M 1.87%
93,328
+24,466
10
$13.2M 1.74%
208,322
-2,100
11
$13.1M 1.73%
117,854
+39,907
12
$13M 1.71%
374,577
-12,672
13
$12.9M 1.7%
126,015
+5,328
14
$12.5M 1.65%
117,145
-2,113
15
$12.3M 1.62%
154,332
+13,758
16
$12.1M 1.59%
147,011
-282
17
$11.6M 1.53%
44,069
-1,050
18
$11.3M 1.49%
186,628
+11,140
19
$10.3M 1.36%
131,546
-2,063
20
$10.3M 1.35%
167,166
-6,907
21
$10.1M 1.34%
89,101
+242
22
$10.1M 1.33%
246,689
-8,137
23
$9.96M 1.31%
135,044
+3,238
24
$9.82M 1.29%
69,216
+1,397
25
$9.73M 1.28%
172,918
-3,318
1
2 3 4 5