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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$310K 0.03%
4,425
-20
227
$306K 0.03%
2,095
+60
228
$301K 0.03%
6,702
229
$286K 0.03%
9,270
-118,910
230
– –
0
231
$279K 0.03%
3,495
232
$274K 0.03%
+2,100
233
$271K 0.03%
1,456
-125
234
$256K 0.03%
5,000
235
$253K 0.03%
5,711
-172
236
$253K 0.03%
1,674
237
$252K 0.03%
+2,675
238
$250K 0.03%
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239
$250K 0.03%
8,775
-5,050
240
$248K 0.03%
3,498
241
$247K 0.03%
2,465
242
$245K 0.03%
+4,006
243
$240K 0.03%
+3,325
244
$236K 0.03%
9,000
245
$235K 0.03%
+1,500
246
$234K 0.03%
2,000
247
$229K 0.03%
+2,985
248
$227K 0.02%
3,990
249
$219K 0.02%
+2,167
250
$218K 0.02%
5,800
7 8 9
10
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