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
$949M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.03M
3
+$976K
4
MSFT icon
Microsoft
MSFT
+$884K
5
TMO icon
Thermo Fisher Scientific
TMO
+$689K

Top Sells

1
+$2.61M
2
+$1.93M
3
+$1.64M
4
ORCL icon
Oracle
ORCL
+$1.16M
5
NYT icon
New York Times
NYT
+$803K

Sector Composition

1 Healthcare 17.16%
2 Technology 16.14%
3 Industrials 11.93%
4 Consumer Staples 8.18%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.6M 3.43%
577,296
-34,248
2
$22.9M 2.42%
140,894
-574
3
$22.5M 2.37%
77,403
-424
4
$20.5M 2.16%
148,024
-4,770
5
$20.4M 2.15%
203,940
-620
6
$19.2M 2.02%
131,988
+821
7
$19M 2%
101,722
-1,839
8
$16.7M 1.76%
106,372
-244
9
$15.5M 1.64%
42,287
+181
10
$15.3M 1.62%
181,156
-1,371
11
$15M 1.58%
172,203
+3,218
12
$14.9M 1.57%
79,385
+3,379
13
$14.7M 1.55%
153,554
-793
14
$14.5M 1.53%
354,768
-9,285
15
$14.5M 1.53%
175,229
-675
16
$14.2M 1.5%
66,465
-322
17
$13.9M 1.47%
121,613
+7,730
18
$13.2M 1.39%
87,712
+1,446
19
$12.8M 1.35%
98,845
-341
20
$12.8M 1.34%
72,167
+237
21
$12.5M 1.31%
83,005
+6,849
22
$12.2M 1.29%
143,509
-8,861
23
$12.2M 1.29%
113,176
-567
24
$11.7M 1.24%
133,410
+3,852
25
$10.9M 1.15%
84,566
+320
1
2 3 4 5