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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$208K 0.02%
618
252
$208K 0.02%
+1,983
253
$203K 0.02%
+4,785
254
$89K 0.01%
2,250
+1,500
255
$68K 0.01%
13,000
-3,000
256
$56K 0.01%
1,570
257
$36K ﹤0.01%
408
258
– –
-9,925
259
– –
-84,522
260
– –
-8,520
261
– –
-2,900
262
– –
-4,400
263
– –
-87,250
264
– –
-12,990
265
– –
-4,493
7 8 9 10
11