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
$1.22B
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.35M
3
+$1.61M
4
ETN icon
Eaton
ETN
+$1.35M
5
ATR icon
AptarGroup
ATR
+$1.18M

Top Sells

1
+$6.18M
2
+$2.26M
3
+$1.93M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
MIDD icon
Middleby
MIDD
+$1.41M

Sector Composition

1 Technology 24.94%
2 Healthcare 15.66%
3 Industrials 9.13%
4 Financials 9.11%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.1M 4.84%
345,151
-36,082
2
$46M 3.77%
145,765
-1,813
3
$33.8M 2.77%
265,641
-5,239
4
$33.2M 2.72%
144,523
+220
5
$30.9M 2.53%
72,217
-300
6
$29.1M 2.38%
97,713
-1,287
7
$29.1M 2.38%
220,405
+5,541
8
$28M 2.29%
137,370
-155
9
$27.7M 2.27%
140,697
+723
10
$24.3M 1.99%
84,851
-1,517
11
$24M 1.97%
191,780
+9,464
12
$23.4M 1.92%
82,623
+1,091
13
$22.1M 1.81%
63,179
-156
14
$21.7M 1.78%
132,107
+14,268
15
$21.6M 1.77%
113,565
+3,896
16
$20.1M 1.64%
41,439
-943
17
$19.2M 1.57%
37,581
-3
18
$19.1M 1.56%
37,663
-39
19
$19M 1.56%
80,401
-1,413
20
$18.5M 1.52%
91,388
+7,955
21
$18.1M 1.48%
49,559
-78
22
$17.9M 1.47%
74,494
-797
23
$17.8M 1.46%
104,875
+113
24
$17.3M 1.41%
102,308
+2,808
25
$17M 1.4%
62,377
+481
1
2 3 4 5