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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$395K 0.03%
2,344
-300
227
$393K 0.03%
2,138
228
$373K 0.02%
5,003
+2,415
229
$372K 0.02%
3,485
+25
230
$368K 0.02%
+4,969
231
$356K 0.02%
1,150
232
$351K 0.02%
6,963
233
$348K 0.02%
2,333
234
$345K 0.02%
5,742
235
$343K 0.02%
+2,550
236
$338K 0.02%
835
237
$331K 0.02%
2,361
238
$330K 0.02%
1,026
239
$329K 0.02%
2,706
+435
240
$320K 0.02%
671
-25
241
$319K 0.02%
+3,350
242
$318K 0.02%
3,510
243
$317K 0.02%
3,462
244
$308K 0.02%
3,285
+855
245
$308K 0.02%
6,038
246
$304K 0.02%
3,623
247
$299K 0.02%
+6,216
248
$295K 0.02%
370
249
$292K 0.02%
746
-50
250
$290K 0.02%
3,948
+5
8 9
10
11 12