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
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.1M 4.21%
457,364
-15,424
2
$37.7M 2.83%
243,060
-2,180
3
$37M 2.78%
75,083
-8,893
4
$35.1M 2.64%
148,950
-1,656
5
$33.5M 2.51%
98,434
-712
6
$30.8M 2.31%
77,472
-498
7
$30.6M 2.3%
139,347
+627
8
$28.4M 2.13%
208,036
-67,784
9
$26.4M 1.98%
110,447
+3,259
10
$25.5M 1.92%
120,636
+1,253
11
$25.2M 1.89%
150,937
-413
12
$24.6M 1.84%
127,014
+476
13
$23.7M 1.78%
299,769
+46,036
14
$23.6M 1.77%
177,278
-236
15
$23.1M 1.73%
108,007
-583
16
$21.5M 1.61%
80,961
+60
17
$20M 1.5%
141,610
+771
18
$19M 1.43%
183,740
-940
19
$17.6M 1.32%
62,628
+2,221
20
$17.1M 1.28%
90,538
-2,209
21
$17.1M 1.28%
37,247
-246
22
$17M 1.28%
278,459
-15,148
23
$17M 1.27%
66,437
+666
24
$16.6M 1.24%
33,238
-1,969
25
$16.5M 1.24%
99,824
-3,088
1
2 3 4 5