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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$242K 0.02%
3,498
252
$240K 0.02%
2,735
253
$233K 0.02%
1,491
+133
254
$231K 0.02%
1,557
255
$228K 0.02%
+1,749
256
$228K 0.02%
2,775
257
$225K 0.02%
12,056
258
$224K 0.02%
4,250
259
$222K 0.02%
2,250
260
$216K 0.02%
3,915
261
$215K 0.02%
+3,865
262
$212K 0.02%
896
263
$212K 0.02%
+875
264
$211K 0.02%
+9,000
265
$210K 0.02%
4,225
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266
$208K 0.01%
4,775
+575
267
$205K 0.01%
+495
268
$204K 0.01%
+6,192
269
$204K 0.01%
+2,220
270
$203K 0.01%
3,031
-406
271
$201K 0.01%
1,538
-4,482
272
$201K 0.01%
+922
273
$156K 0.01%
15,000
274
$35K ﹤0.01%
960
-784
275
$18K ﹤0.01%
667
8 9 10
11
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