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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313K 0.02%
1,350
227
$308K 0.02%
4,111
228
$307K 0.02%
6,038
229
$306K 0.02%
2,735
230
$304K 0.02%
5,300
231
$304K 0.02%
2,333
-80
232
$303K 0.02%
2,790
-482
233
$288K 0.02%
4,075
234
$286K 0.02%
12,056
235
$282K 0.02%
2,400
236
$281K 0.02%
+2,135
237
$280K 0.02%
3,279
-338
238
$279K 0.02%
+2,413
239
$273K 0.02%
3,510
240
$273K 0.02%
576
+100
241
$269K 0.02%
84
242
$268K 0.02%
3,156
243
$264K 0.02%
5,473
-136
244
$254K 0.02%
3,634
+4
245
$254K 0.02%
3,623
246
$251K 0.02%
2,354
+166
247
$247K 0.02%
582
248
$243K 0.02%
+11,403
249
$240K 0.02%
3,120
250
$239K 0.02%
4,995
8 9
10
11 12