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
$1.25B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.6M
3
+$1.57M
4
ETN icon
Eaton
ETN
+$1.37M
5
ATR icon
AptarGroup
ATR
+$1.09M

Top Sells

1
+$19.3M
2
+$3.97M
3
+$1.82M
4
CL icon
Colgate-Palmolive
CL
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 25.63%
2 Healthcare 16.27%
3 Industrials 8.77%
4 Financials 8.49%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.3M 5.31%
402,006
-9,479
2
$43.7M 3.5%
151,658
-4,082
3
$34M 2.72%
102,036
+2,537
4
$33M 2.64%
146,348
-298
5
$32.2M 2.58%
78,646
-499
6
$28.2M 2.26%
139,901
-998
7
$28M 2.24%
270,942
+9,770
8
$26M 2.08%
130,796
+1,566
9
$25.7M 2.06%
80,741
+1,556
10
$25.3M 2.03%
86,195
-275
11
$23.5M 1.88%
114,850
+963
12
$22.9M 1.83%
79,637
-2,522
13
$22.8M 1.83%
219,271
-3,799
14
$21.8M 1.75%
184,841
+9,202
15
$21.7M 1.74%
37,680
-1,081
16
$20.6M 1.65%
168,109
-7,328
17
$20.1M 1.61%
65,078
-993
18
$19M 1.53%
114,371
-6,839
19
$18.9M 1.51%
42,902
+421
20
$18.1M 1.45%
63,421
-532
21
$17.8M 1.43%
107,810
-1,370
22
$17.1M 1.37%
76,975
-1,170
23
$16.7M 1.34%
216,687
-751
24
$16.7M 1.34%
48,431
+887
25
$16.6M 1.33%
82,965
-9,123
1
2 3 4 5