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
$1.2B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.54M
4
NOW icon
ServiceNow
NOW
+$1.43M
5
ATR icon
AptarGroup
ATR
+$1.41M

Top Sells

1
+$7.09M
2
+$3.57M
3
+$3.02M
4
TER icon
Teradyne
TER
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.25M

Sector Composition

1 Technology 23.59%
2 Healthcare 16.54%
3 Financials 8.32%
4 Industrials 7.61%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.6M 4.81%
421,422
+5,269
2
$40.2M 3.36%
156,571
+3,603
3
$30.2M 2.52%
141,367
+557
4
$29.2M 2.44%
77,317
+530
5
$29.1M 2.43%
113,851
+2,192
6
$28.1M 2.35%
142,737
+4,340
7
$28M 2.34%
263,653
+4,733
8
$27.6M 2.31%
127,335
+610
9
$23.9M 2%
218,880
+15,780
10
$23.7M 1.98%
98,952
-759
11
$22M 1.84%
152,635
+1,657
12
$21.9M 1.83%
74,367
+1,333
13
$20.3M 1.69%
37,301
+696
14
$20.2M 1.69%
84,154
+2,367
15
$19.7M 1.65%
126,937
-7,600
16
$19.4M 1.62%
188,134
+13,660
17
$18.4M 1.54%
87,693
-2,080
18
$18.2M 1.52%
66,743
-1,741
19
$17.7M 1.48%
173,283
+1,179
20
$17.2M 1.44%
96,950
-2,493
21
$17M 1.42%
110,324
+379
22
$16.7M 1.4%
83,863
+1,859
23
$16.6M 1.39%
214,361
+4,346
24
$15.5M 1.29%
45,841
-2,764
25
$15.2M 1.27%
38,451
+354
1
2 3 4 5