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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$361K 0.03%
13,900
227
$354K 0.03%
1,890
228
$348K 0.02%
1,383
229
$348K 0.02%
4,500
230
$345K 0.02%
1,272
231
$343K 0.02%
4,999
232
$338K 0.02%
4,128
-150
233
$334K 0.02%
21,900
-1,000
234
$333K 0.02%
+4,075
235
$320K 0.02%
5,052
-1,671
236
$320K 0.02%
+1,044
237
$318K 0.02%
1,202
238
$304K 0.02%
3,510
239
$290K 0.02%
840
240
$290K 0.02%
+21,520
241
$284K 0.02%
1,900
-100
242
$283K 0.02%
+5,102
243
$278K 0.02%
7,500
-17,500
244
$278K 0.02%
6,000
245
$276K 0.02%
+2,300
246
$270K 0.02%
2,982
247
$267K 0.02%
3,990
248
$254K 0.02%
898
249
$248K 0.02%
4,986
250
$245K 0.02%
5,417
8 9
10
11 12