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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$276K 0.02%
632
-28
227
$272K 0.02%
2,000
228
$271K 0.02%
4,117
+8
229
$262K 0.02%
4,075
230
$260K 0.02%
756
-39
231
$259K 0.02%
2,250
232
$257K 0.02%
3,842
233
$256K 0.02%
3,510
234
$250K 0.02%
2,343
+319
235
$245K 0.02%
12,056
236
$237K 0.02%
13,896
-1,171
237
$232K 0.02%
+1,759
238
$230K 0.02%
930
239
$229K 0.02%
3,120
240
$229K 0.02%
844
-33
241
$228K 0.02%
2,588
242
$225K 0.02%
+2,383
243
$214K 0.02%
3,698
-1,000
244
$211K 0.02%
15,000
245
$210K 0.02%
4,275
-41
246
$210K 0.02%
+2,400
247
$209K 0.02%
+725
248
$209K 0.02%
4,672
-2,144
249
$207K 0.01%
+900
250
$205K 0.01%
+800
7 8 9
10
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