BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.06M
3
+$764K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$699K
5
META icon
Meta Platforms (Facebook)
META
+$699K

Top Sells

1
+$1.08M
2
+$985K
3
+$871K
4
ANSS
Ansys
ANSS
+$801K
5
GILD icon
Gilead Sciences
GILD
+$693K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$287K 0.03%
1,550
227
$285K 0.03%
3,700
228
$278K 0.03%
9,000
229
$277K 0.03%
4,925
+80
230
$250K 0.03%
6,702
231
$250K 0.03%
1,563
+170
232
$232K 0.03%
+3,498
233
$229K 0.03%
5,115
+150
234
$229K 0.03%
4,400
235
$222K 0.03%
+6,670
236
$220K 0.03%
902
-248
237
$219K 0.03%
2,000
238
$208K 0.02%
618
239
$207K 0.02%
+5,000
240
$207K 0.02%
2,985
241
$203K 0.02%
+1,674
242
$115K 0.01%
30,295
243
$66K 0.01%
+1,125
244
$62K 0.01%
+16,000
245
$37K ﹤0.01%
1,570
246
$34K ﹤0.01%
408
247
– –
-5,066
248
– –
-7,825
249
– –
-9,000
250
– –
-5,800
6 7 8 9
10