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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$235K 0.02%
+4,146
227
$223K 0.02%
+7,000
228
$222K 0.02%
22,900
229
$218K 0.02%
+3,679
230
$216K 0.02%
+3,500
231
$212K 0.02%
2,735
232
$211K 0.02%
8,256
-583
233
$207K 0.02%
+3,651
234
$207K 0.02%
+4,986
235
$203K 0.02%
+5,000
236
$177K 0.02%
5,213
-1,505
237
$76K 0.01%
+15,000
238
$3K ﹤0.01%
667
239
– –
-6,241
240
– –
-2,315
241
– –
-2,897
242
– –
-64,164
243
– –
-4,871
244
– –
-3,306
245
– –
-11,557
246
– –
-30,000
247
– –
-16,057
6 7 8 9
10