BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$350K 0.02%
1,003
-1
227
$349K 0.02%
696
+120
228
$349K 0.02%
3,460
-314
229
$346K 0.02%
6,963
-200
230
$343K 0.02%
3,462
231
$343K 0.02%
5,742
-3,818
232
$332K 0.02%
+2,880
233
$320K 0.02%
2,361
-380
234
$314K 0.02%
2,644
-750
235
$310K 0.02%
4,075
236
$308K 0.02%
6,038
237
$308K 0.02%
2,735
238
$301K 0.02%
2,271
-11
239
$300K 0.02%
1,605
240
$298K 0.02%
2,333
241
$294K 0.02%
14,040
+1,528
242
$293K 0.02%
1,790
243
$290K 0.02%
3,510
244
$290K 0.02%
3,623
245
$287K 0.02%
3,943
+5
246
$279K 0.02%
3,156
247
$269K 0.02%
2,430
+80
248
$268K 0.02%
+1,230
249
$267K 0.02%
+1,063
250
$262K 0.02%
370
8 9
10
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