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

Top Buys

1
+$5.62M
2
+$2.05M
3
+$1.09M
4
CRM icon
Salesforce
CRM
+$683K
5
WELL icon
Welltower
WELL
+$661K

Top Sells

1
+$5.37M
2
+$3.27M
3
+$1.42M
4
NEOG icon
Neogen
NEOG
+$1.26M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$798K

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