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
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.09M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$704K

Top Sells

1
+$995K
2
+$985K
3
+$827K
4
GE icon
GE Aerospace
GE
+$822K
5
GILD icon
Gilead Sciences
GILD
+$738K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.91%
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
$235K 0.03%
3,495
233
$232K 0.03%
+3,498
234
$229K 0.03%
5,115
+150
235
$229K 0.03%
4,400
236
$222K 0.03%
+6,670
237
$220K 0.03%
902
-248
238
$219K 0.03%
2,000
239
$208K 0.02%
618
240
$207K 0.02%
+5,000
241
$207K 0.02%
2,985
242
$203K 0.02%
+1,674
243
$115K 0.01%
30,295
244
$66K 0.01%
+1,125
245
$62K 0.01%
+16,000
246
$37K ﹤0.01%
1,570
247
$34K ﹤0.01%
408
248
– –
-5,066
249
– –
-7,825
250
– –
-9,000
7 8 9
10
11