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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
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
251
$287K 0.02%
+1,705
252
$286K 0.02%
954
-49
253
$282K 0.02%
1,605
254
$280K 0.02%
49,110
-600
255
$279K 0.02%
1,099
+1
256
$274K 0.02%
355
257
$272K 0.02%
2,735
258
$271K 0.02%
1,550
-240
259
$268K 0.02%
879
-184
260
$266K 0.02%
+7,915
261
$265K 0.02%
725
262
$260K 0.02%
1,140
263
$260K 0.02%
+2,651
264
$256K 0.02%
1,036
+164
265
$254K 0.02%
+2,459
266
$252K 0.02%
2,840
267
$251K 0.02%
4,415
268
$249K 0.02%
513
269
$244K 0.02%
850
270
$243K 0.02%
+6,666
271
$242K 0.02%
13,896
272
$241K 0.02%
4,995
273
$241K 0.02%
4,200
274
$236K 0.02%
3,850
275
$236K 0.02%
+1,000
8 9 10
11
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