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
$1.3B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$264K 0.02%
3,942
-185
227
$262K 0.02%
5,040
-400
228
$260K 0.02%
3,202
+233
229
$258K 0.02%
5,664
-64
230
$248K 0.02%
1,009
231
$246K 0.02%
3,510
232
$234K 0.02%
722
-68
233
$228K 0.02%
814
234
$224K 0.02%
4,316
-2,889
235
$222K 0.02%
2,382
236
$220K 0.02%
2,250
237
$220K 0.02%
+2,850
238
$218K 0.02%
614
239
$218K 0.02%
12,056
-154
240
$216K 0.02%
4,075
241
$212K 0.02%
3,596
242
$210K 0.02%
+2,588
243
$208K 0.02%
3,916
244
$208K 0.02%
+607
245
$206K 0.02%
+1,596
246
$204K 0.02%
+1,383
247
$204K 0.02%
+3,120
248
$204K 0.02%
6,194
-400
249
$202K 0.02%
+2,000
250
$200K 0.02%
+4,698
7 8 9
10
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