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
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$396K 0.03%
9,130
227
$391K 0.03%
12,747
+350
228
$384K 0.03%
8,514
229
$384K 0.03%
12,395
230
$360K 0.02%
2,252
+328
231
$357K 0.02%
4,418
-106
232
$357K 0.02%
3,900
-375
233
$355K 0.02%
4,075
234
$346K 0.02%
6,440
235
$342K 0.02%
1,524
+369
236
$339K 0.02%
2,423
237
$329K 0.02%
21,900
238
$323K 0.02%
899
-85
239
$322K 0.02%
6,461
-920
240
$320K 0.02%
1,202
241
$313K 0.02%
840
242
$311K 0.02%
3,568
-560
243
$297K 0.02%
21,520
244
$297K 0.02%
1,900
245
$291K 0.02%
3,510
246
$291K 0.02%
700
+25
247
$290K 0.02%
+2,775
248
$283K 0.02%
1,383
249
$278K 0.02%
3,865
250
$277K 0.02%
3,120
8 9
10
11 12