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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$286K 0.03%
12,747
227
$286K 0.03%
2,787
+427
228
$280K 0.02%
8,514
229
$280K 0.02%
18,210
-500
230
$278K 0.02%
1,322
231
$276K 0.02%
5,833
-484
232
$264K 0.02%
3,146
233
$264K 0.02%
1,939
-343
234
$264K 0.02%
3,481
-1,629
235
$260K 0.02%
2,235
-310
236
$250K 0.02%
2,423
237
$250K 0.02%
5,065
+66
238
$246K 0.02%
19,529
-1,991
239
$242K 0.02%
+875
240
$242K 0.02%
2,735
241
$240K 0.02%
4,373
-1,315
242
$238K 0.02%
5,440
243
$232K 0.02%
19,178
-2,000
244
$230K 0.02%
855
245
$228K 0.02%
1,383
246
$222K 0.02%
4,075
247
$222K 0.02%
3,510
248
$220K 0.02%
1,062
249
$220K 0.02%
+2,106
250
$214K 0.02%
1,718
7 8 9
10
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