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
$963M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.43M
5
BDX icon
Becton Dickinson
BDX
+$924K

Top Sells

1
+$3.19M
2
+$2M
3
+$650K
4
DD icon
DuPont de Nemours
DD
+$486K
5
XOM icon
Exxon Mobil
XOM
+$435K

Sector Composition

1 Technology 17.22%
2 Healthcare 16.87%
3 Industrials 10.43%
4 Consumer Staples 8.73%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 2.9%
564,676
+300
2
$24.5M 2.54%
119,654
-656
3
$23.9M 2.48%
141,255
+92
4
$22.4M 2.33%
236,920
+3,280
5
$22.4M 2.32%
76,297
-493
6
$20.8M 2.16%
101,689
+849
7
$20.5M 2.13%
103,774
-550
8
$19.3M 2%
143,889
+566
9
$19.1M 1.98%
109,994
+3,037
10
$19M 1.97%
136,252
-312
11
$17.9M 1.86%
179,277
-2,120
12
$16.8M 1.74%
104,282
-1,541
13
$15.3M 1.59%
92,576
-117
14
$14.9M 1.55%
152,785
+1,896
15
$14.8M 1.53%
175,970
-221
16
$14.5M 1.51%
40,887
+277
17
$14.3M 1.49%
68,379
+585
18
$13.9M 1.44%
111,553
+105
19
$13.8M 1.44%
64,958
+1,005
20
$13.6M 1.41%
318,843
-127
21
$13.5M 1.4%
172,517
-927
22
$13.2M 1.37%
80,667
+1,352
23
$12.3M 1.28%
54,509
+89
24
$11.6M 1.2%
105,490
-3,687
25
$11.6M 1.2%
149,098
+6,208
1
2 3 4 5