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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$205K 0.01%
4,090
-950
252
$204K 0.01%
2,083
253
$203K 0.01%
+1,462
254
$202K 0.01%
+3,683
255
$202K 0.01%
2,515
256
$179K 0.01%
14,715
-500
257
$162K 0.01%
7,333
258
$103K 0.01%
12,397
259
$73K 0.01%
24,197
260
$26K ﹤0.01%
563
261
– –
-4,200
262
– –
-3,865
263
– –
-3,916
264
– –
-5,819
265
– –
-85,841
266
– –
-3,110
267
$0 ﹤0.01%
10,000
7 8 9 10
11