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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$237K 0.02%
1,140
252
$237K 0.02%
13,896
253
$234K 0.02%
725
254
$231K 0.02%
11,515
-500
255
$229K 0.02%
2,298
+394
256
$228K 0.02%
7,333
257
$223K 0.02%
5,362
-3,980
258
$223K 0.02%
+927
259
$222K 0.02%
551
-15
260
$219K 0.02%
4,200
261
$218K 0.02%
1,725
-1,936
262
$215K 0.01%
2,840
263
$213K 0.01%
+5,000
264
$212K 0.01%
+370
265
$211K 0.01%
1,933
266
$207K 0.01%
3,850
267
$204K 0.01%
923
-112
268
$204K 0.01%
2,383
-6,279
269
$202K 0.01%
+355
270
$166K 0.01%
14,215
271
$51K ﹤0.01%
12,397
272
– –
-2,800
273
– –
-2,588
274
– –
-3,865
275
– –
-2,513
8 9 10
11
12