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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

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
251
$260K 0.02%
355
252
$260K 0.02%
1,098
+192
253
$255K 0.02%
5,200
-100
254
$252K 0.02%
513
255
$249K 0.02%
1,140
256
$248K 0.02%
+4,415
257
$246K 0.02%
725
258
$245K 0.02%
1,933
259
$244K 0.02%
2,453
260
$243K 0.02%
3,120
261
$241K 0.02%
+935
262
$240K 0.02%
13,896
263
$238K 0.02%
49,710
-30,501
264
$235K 0.02%
4,200
265
$235K 0.02%
2,840
266
$233K 0.02%
872
267
$231K 0.02%
3,104
268
$227K 0.02%
+2,250
269
$226K 0.02%
4,995
270
$223K 0.01%
+850
271
$222K 0.01%
2,021
-380
272
$219K 0.01%
2,972
-1,518
273
$218K 0.01%
3,850
274
$215K 0.01%
3,121
275
$206K 0.01%
+1,600
8 9 10
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