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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$309K 0.04%
3,889
227
$296K 0.03%
6,702
228
$293K 0.03%
1,674
229
$282K 0.03%
3,498
230
$280K 0.03%
5,558
231
$279K 0.03%
5,711
232
$278K 0.03%
5,000
233
$275K 0.03%
2,465
234
$271K 0.03%
1,438
-18
235
$258K 0.03%
2,675
236
$256K 0.03%
3,680
-745
237
$251K 0.03%
6,045
+1,260
238
$238K 0.03%
10,795
239
$235K 0.03%
2,985
240
– –
0
241
$233K 0.03%
1,500
242
$233K 0.03%
3,990
243
$229K 0.03%
9,000
244
$229K 0.03%
4,006
245
$227K 0.03%
5,800
246
$223K 0.03%
+2,750
247
$223K 0.03%
+6,323
248
$214K 0.02%
1,983
249
$208K 0.02%
2,167
250
$204K 0.02%
3,020
-305
7 8 9
10
11