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
$1.3B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.24M
3
+$1.89M
4
IQV icon
IQVIA
IQV
+$1.84M
5
NOW icon
ServiceNow
NOW
+$1.28M

Top Sells

1
+$5.37M
2
+$3.62M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.19M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$178K 0.01%
10,598
252
$174K 0.01%
15,000
253
$156K 0.01%
12,397
254
$152K 0.01%
17,942
255
$118K 0.01%
7,333
256
$62K ﹤0.01%
+24,197
257
$4K ﹤0.01%
+10,000
258
– –
-6,000
259
– –
-3,865
260
– –
-1,000
261
– –
-3,538
262
– –
-2,978
263
– –
-8,514
264
– –
-1,570
265
– –
-1,449
266
– –
-4,840
267
– –
-3,481
268
– –
-2,290
7 8 9 10
11