BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.32M
3
+$2.14M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.97M
5
NFLX icon
Netflix
NFLX
+$1.52M

Top Sells

1
+$1.6M
2
+$1.45M
3
+$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
251
McKesson
MCK
$104B
$260K 0.02%
355
VB icon
252
Vanguard Small-Cap ETF
VB
$66.2B
$260K 0.02%
1,098
+192
CPRT icon
253
Copart
CPRT
$40.3B
$255K 0.02%
5,200
-100
RACE icon
254
Ferrari
RACE
$74.2B
$252K 0.02%
513
NXPI icon
255
NXP Semiconductors
NXPI
$50.6B
$249K 0.02%
1,140
TRNO icon
256
Terreno Realty
TRNO
$6.29B
$248K 0.02%
+4,415
IWB icon
257
iShares Russell 1000 ETF
IWB
$45.2B
$246K 0.02%
725
HIG icon
258
Hartford Financial Services
HIG
$37.2B
$245K 0.02%
1,933
IJS icon
259
iShares S&P Small-Cap 600 Value ETF
IJS
$6.62B
$244K 0.02%
2,453
CTSH icon
260
Cognizant
CTSH
$35.5B
$243K 0.02%
3,120
GE icon
261
GE Aerospace
GE
$321B
$241K 0.02%
+935
SMB icon
262
VanEck Short Muni ETF
SMB
$285M
$240K 0.02%
13,896
NEOG icon
263
Neogen
NEOG
$1.38B
$238K 0.02%
49,710
-30,501
NYT icon
264
New York Times
NYT
$10.5B
$235K 0.02%
4,200
SSNC icon
265
SS&C Technologies
SSNC
$20.7B
$235K 0.02%
2,840
PGR icon
266
Progressive
PGR
$131B
$233K 0.02%
872
PYPL icon
267
PayPal
PYPL
$61.1B
$231K 0.02%
3,104
VTES icon
268
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
$227K 0.02%
+2,250
USB icon
269
US Bancorp
USB
$73.5B
$226K 0.02%
4,995
LH icon
270
Labcorp
LH
$22.2B
$223K 0.01%
+850
TIP icon
271
iShares TIPS Bond ETF
TIP
$13.8B
$222K 0.01%
2,021
-380
BND icon
272
Vanguard Total Bond Market
BND
$137B
$219K 0.01%
2,972
-1,518
D icon
273
Dominion Energy
D
$52B
$218K 0.01%
3,850
UL icon
274
Unilever
UL
$148B
$215K 0.01%
3,511
ACWI icon
275
iShares MSCI ACWI ETF
ACWI
$23.2B
$206K 0.01%
+1,600
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