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
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$7.36M
3 +$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1 +$32.3M
2 +$5.76M
3 +$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ICE icon
251
Intercontinental Exchange
ICE
$90.4B
$287K 0.02%
+1,705
WAT icon
252
Waters Corp
WAT
$28.1B
$286K 0.02%
954
-49
WCN icon
253
Waste Connections
WCN
$42.6B
$282K 0.02%
1,605
NEOG icon
254
Neogen
NEOG
$1.98B
$280K 0.02%
49,110
-600
VB icon
255
Vanguard Small-Cap ETF
VB
$69.9B
$279K 0.02%
1,099
+1
MCK icon
256
McKesson
MCK
$115B
$274K 0.02%
355
SAIC icon
257
Saic
SAIC
$4.15B
$272K 0.02%
2,735
KEYS icon
258
Keysight
KEYS
$48.1B
$271K 0.02%
1,550
-240
LHX icon
259
L3Harris
LHX
$67B
$268K 0.02%
879
-184
INTC icon
260
Intel
INTC
$229B
$266K 0.02%
+7,915
IWB icon
261
iShares Russell 1000 ETF
IWB
$44.6B
$265K 0.02%
725
NXPI icon
262
NXP Semiconductors
NXPI
$48.2B
$260K 0.02%
1,140
UBER icon
263
Uber
UBER
$151B
$260K 0.02%
+2,651
PGR icon
264
Progressive
PGR
$120B
$256K 0.02%
1,036
+164
STIP icon
265
iShares 0-5 Year TIPS Bond ETF
STIP
$14.3B
$254K 0.02%
+2,459
SSNC icon
266
SS&C Technologies
SSNC
$17.3B
$252K 0.02%
2,840
TRNO icon
267
Terreno Realty
TRNO
$6.46B
$251K 0.02%
4,415
RACE icon
268
Ferrari
RACE
$58.7B
$249K 0.02%
513
LH icon
269
Labcorp
LH
$21.7B
$244K 0.02%
850
GSAT icon
270
Globalstar
GSAT
$7.54B
$243K 0.02%
+6,666
SMB icon
271
VanEck Short Muni ETF
SMB
$302M
$242K 0.02%
13,896
NYT icon
272
New York Times
NYT
$12.8B
$241K 0.02%
4,200
USB icon
273
US Bancorp
USB
$79.2B
$241K 0.02%
4,995
D icon
274
Dominion Energy
D
$55.5B
$236K 0.02%
3,850
STX icon
275
Seagate
STX
$86B
$236K 0.02%
+1,000