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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$203K 0.02%
+4,400
252
$76K 0.01%
2,250
253
$55K 0.01%
13,000
254
$44K 0.01%
408
255
$42K ﹤0.01%
1,570
256
$7K ﹤0.01%
+667
257
– –
-5,600
258
– –
-618
259
– –
-8,775
260
– –
-9,270
261
– –
-2,000
262
– –
-17,475
263
– –
-2,095
264
– –
-29,525
7 8 9 10
11