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
$813M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.12M
3
+$1.98M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
GE icon
GE Aerospace
GE
+$1.72M

Top Sells

1
+$2.64M
2
+$2.45M
3
+$1.53M
4
ROK icon
Rockwell Automation
ROK
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.02%
3 Technology 13.29%
4 Consumer Staples 10.45%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23M 2.83%
640,860
-31,712
2
$20.3M 2.5%
163,057
-4,873
3
$19.6M 2.4%
82,949
+15
4
$17M 2.08%
136,279
-7,561
5
$15.7M 1.93%
148,280
-1,583
6
$15.6M 1.92%
190,566
-2,970
7
$14.9M 1.83%
139,529
-3,622
8
$14.7M 1.8%
120,787
-2,155
9
$13.9M 1.71%
110,693
-5,233
10
$13.8M 1.7%
44,242
+682
11
$13.7M 1.69%
345,773
-7,463
12
$13.4M 1.65%
181,412
-425
13
$12.7M 1.56%
88,735
+12,014
14
$12.3M 1.51%
79,111
-8,973
15
$12.3M 1.51%
136,366
-2,064
16
$11.9M 1.47%
172,584
+2,806
17
$11.8M 1.45%
200,403
-354
18
$11.7M 1.44%
85,887
-17,950
19
$11.6M 1.43%
123,922
+652
20
$11.3M 1.39%
67,676
-482
21
$10.8M 1.33%
242,139
-2,150
22
$10.3M 1.27%
132,467
+620
23
$9.73M 1.2%
174,684
+8,530
24
$9.2M 1.13%
110,941
-3,720
25
$8.92M 1.1%
79,770
-350
1
2 3 4 5