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
$1.1B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$978K
3
+$975K
4
RLAY icon
Relay Therapeutics
RLAY
+$900K
5
APD icon
Air Products & Chemicals
APD
+$886K

Top Sells

1
+$4.79M
2
+$2.62M
3
+$1.4M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
AFL icon
Aflac
AFL
+$1M

Sector Composition

1 Technology 22.19%
2 Healthcare 16.25%
3 Financials 9.14%
4 Industrials 8.55%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.9M 5.07%
482,849
-41,343
2
$38.8M 3.52%
246,640
-6,440
3
$34.4M 3.12%
299,898
-12,184
4
$33M 2.99%
100,734
-269
5
$31.6M 2.87%
150,351
-1,425
6
$27.1M 2.46%
137,699
-99
7
$26.1M 2.37%
77,833
+1,330
8
$25.8M 2.34%
106,769
+290
9
$23.6M 2.14%
117,783
+104
10
$22.3M 2.03%
177,928
+762
11
$21.7M 1.97%
108,629
-953
12
$21.3M 1.94%
84,480
+8,884
13
$20M 1.81%
126,573
+4,393
14
$17.9M 1.62%
81,071
+218
15
$17.5M 1.59%
58,867
+2,975
16
$16.6M 1.5%
151,824
+87
17
$16.5M 1.5%
37,463
-198
18
$16.5M 1.5%
110,752
-4,408
19
$16M 1.45%
141,419
+1,258
20
$14.4M 1.31%
148,532
+358
21
$14M 1.27%
65,821
+332
22
$13.7M 1.25%
186,820
-1,520
23
$13.4M 1.22%
33,916
+83
24
$13.4M 1.22%
96,328
-2,322
25
$13.3M 1.2%
95,065
+4,024
1
2 3 4 5