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
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$277K 0.02%
2,300
252
$275K 0.02%
6,000
253
$271K 0.02%
4,777
+81
254
$269K 0.02%
1,557
255
$268K 0.02%
2,881
+160
256
$266K 0.02%
755
257
$258K 0.02%
2,963
-19
258
$252K 0.02%
+1,281
259
$247K 0.02%
5,157
260
$243K 0.02%
5,027
+252
261
$241K 0.02%
2,250
262
$235K 0.02%
6,192
263
$233K 0.02%
4,225
264
$231K 0.02%
875
265
$229K 0.01%
2,735
266
$218K 0.01%
1,610
-280
267
$216K 0.01%
3,915
268
$214K 0.01%
12,056
269
$213K 0.01%
+2,850
270
$210K 0.01%
+2,528
271
$210K 0.01%
5,000
272
$208K 0.01%
4,986
-276
273
$206K 0.01%
1,670
+151
274
$203K 0.01%
+785
275
$202K 0.01%
+966
8 9 10
11
12