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
$1.39B
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$3.29M
3
+$3.23M
4
ADBE icon
Adobe
ADBE
+$2.67M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.61M

Top Sells

1
+$8.78M
2
+$2.89M
3
+$2.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.17M
5
ATR icon
AptarGroup
ATR
+$1.76M

Sector Composition

1 Technology 26.6%
2 Healthcare 14.42%
3 Financials 9.21%
4 Industrials 8.75%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.5M 4.94%
325,403
-3,974
2
$60.5M 4.36%
135,429
+614
3
$48.2M 3.47%
249,517
-2,805
4
$38.5M 2.78%
210,056
-246
5
$36.7M 2.64%
139,743
-888
6
$31.3M 2.26%
57,554
-16,134
7
$31M 2.23%
96,384
-627
8
$29.9M 2.16%
132,319
-682
9
$28.8M 2.07%
136,037
-1,056
10
$25.2M 1.82%
129,625
+211
11
$25.1M 1.81%
61,651
-146
12
$24.5M 1.77%
174,086
-12,521
13
$24.4M 1.76%
79,121
-1,545
14
$24M 1.73%
100,851
-960
15
$23.4M 1.69%
90,994
-361
16
$23.3M 1.68%
52,270
+917
17
$23M 1.65%
108,946
-1,408
18
$22.9M 1.65%
83,057
+14
19
$22.7M 1.63%
40,813
+4,812
20
$22.6M 1.63%
87,638
+1,016
21
$22.2M 1.6%
40,228
+1,779
22
$22M 1.59%
39,074
-319
23
$21.5M 1.55%
63,102
+1,912
24
$20.5M 1.47%
288,921
+13,249
25
$17.8M 1.28%
113,615
+1,755
1
2 3 4 5