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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$248K 0.03%
1,550
-25
227
$240K 0.03%
+9,900
228
$239K 0.03%
6,873
-1,136
229
$226K 0.03%
2,382
-800
230
$223K 0.03%
1,393
-35
231
$218K 0.03%
2,900
232
$218K 0.03%
+3,495
233
$217K 0.03%
3,240
-700
234
$212K 0.03%
5,150
-1,000
235
$207K 0.03%
9,000
236
$153K 0.02%
30,295
237
$33K ﹤0.01%
1,570
238
– –
-13,275
239
– –
-4,400
240
– –
-5,800
241
– –
-2,000
242
– –
-4,400
6 7 8 9
10