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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.45M
3
+$2.44M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.37M
5
SPGI icon
S&P Global
SPGI
+$2.34M

Top Sells

1
+$4.44M
2
+$1.7M
3
+$1.6M
4
ADP icon
Automatic Data Processing
ADP
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.5M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$214K 0.02%
5,938
252
$206K 0.02%
5,107
-25
253
$204K 0.02%
3,865
254
$190K 0.02%
12,210
+154
255
$174K 0.02%
7,333
+6,666
256
$138K 0.01%
15,000
257
– –
-4,557
258
– –
-3,281
259
– –
-4,225
260
– –
-5,918
261
– –
-4,296
262
– –
-3,915
263
– –
-5,163
264
– –
-6,000
265
– –
-840
266
– –
-4,090
267
– –
-3,120
268
– –
-9,919
269
– –
-4,722
270
– –
-960
271
– –
-1,202
7 8 9 10
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