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
$1.38B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.25M
3
+$1.2M
4
PANW icon
Palo Alto Networks
PANW
+$930K
5
ADBE icon
Adobe
ADBE
+$789K

Top Sells

1
+$5.34M
2
+$4.27M
3
+$1.02M
4
MO icon
Altria Group
MO
+$840K
5
CSCO icon
Cisco
CSCO
+$816K

Sector Composition

1 Technology 23.21%
2 Healthcare 15.29%
3 Financials 8.11%
4 Industrials 7.84%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.2M 4.65%
453,926
-4,323
2
$42.7M 3.09%
151,299
+2,531
3
$40.4M 2.93%
246,040
+2,100
4
$38.4M 2.78%
74,590
-163
5
$33.9M 2.46%
99,638
+935
6
$33.4M 2.42%
77,767
-193
7
$30.6M 2.22%
127,686
+1,190
8
$29.6M 2.14%
111,467
+394
9
$29.1M 2.11%
151,027
+735
10
$27.3M 1.98%
139,425
-2
11
$27M 1.96%
121,392
+716
12
$25.8M 1.87%
177,613
-39
13
$25M 1.81%
187,700
+3,400
14
$24.2M 1.75%
82,187
+1,058
15
$22.7M 1.65%
108,882
+624
16
$22.3M 1.62%
147,505
-35,244
17
$21.5M 1.56%
37,645
+292
18
$21.5M 1.56%
262,256
+2,244
19
$20M 1.45%
77,959
+12,967
20
$18.6M 1.34%
68,006
-22
21
$18.4M 1.33%
43,363
+1,017
22
$18.2M 1.32%
90,888
+451
23
$17.6M 1.28%
65,002
+819
24
$17.5M 1.27%
39,285
+210
25
$17.1M 1.24%
143,036
+1,131
1
2 3 4 5