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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$311K 0.04%
12,000
227
$308K 0.04%
1,575
+25
228
$302K 0.03%
6,702
229
$299K 0.03%
5,883
230
$291K 0.03%
4,445
-210
231
$284K 0.03%
8,520
+1,850
232
$282K 0.03%
2,035
-375
233
– –
0
234
$260K 0.03%
5,000
235
$260K 0.03%
1,581
+18
236
$254K 0.03%
3,498
237
$247K 0.03%
4,400
238
$244K 0.03%
3,495
239
$242K 0.03%
10,795
-6,822
240
$238K 0.03%
9,000
241
$236K 0.03%
1,674
242
$234K 0.03%
+2,465
243
$228K 0.03%
902
244
$226K 0.03%
2,000
245
$225K 0.03%
618
246
$218K 0.02%
+5,800
247
$216K 0.02%
+3,990
248
$211K 0.02%
+2,900
249
$76K 0.01%
16,000
250
$52K 0.01%
408
7 8 9
10
11