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
$1.58B
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.83M
3
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1
+$12.3M
2
+$6.49M
3
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
251
Wells Fargo
WFC
$241B
$319K 0.02%
3,423
-200
USMV icon
252
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$319K 0.02%
3,389
+39
CPK icon
253
Chesapeake Utilities
CPK
$2.94B
$318K 0.02%
2,550
PLD icon
254
Prologis
PLD
$132B
$317K 0.02%
+2,482
CWB icon
255
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.32B
$313K 0.02%
3,510
TIP icon
256
iShares TIPS Bond ETF
TIP
$15B
$310K 0.02%
2,816
+795
FLOT icon
257
iShares Floating Rate Bond ETF
FLOT
$9.5B
$307K 0.02%
6,038
VDC icon
258
Vanguard Consumer Staples ETF
VDC
$7.79B
$301K 0.02%
+1,427
FTNY
259
Franklin New York Municipal Income ETF
FTNY
$640M
$300K 0.02%
+38,243
AJG icon
260
Arthur J. Gallagher & Co
AJG
$52.9B
$298K 0.02%
1,150
INTC icon
261
Intel
INTC
$566B
$292K 0.02%
7,915
NYT icon
262
New York Times
NYT
$12.2B
$292K 0.02%
4,200
MCK icon
263
McKesson
MCK
$88.9B
$291K 0.02%
355
VCIT icon
264
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.5B
$289K 0.02%
+3,450
NJR icon
265
New Jersey Resources
NJR
$5.46B
$287K 0.02%
6,216
WSO icon
266
Watsco Inc
WSO
$15B
$281K 0.02%
835
CVS icon
267
CVS Health
CVS
$117B
$279K 0.02%
3,520
-1,800
VB icon
268
Vanguard Small-Cap ETF
VB
$78.7B
$276K 0.02%
1,070
-29
KEYS icon
269
Keysight
KEYS
$59.8B
$276K 0.02%
1,356
-194
STIP icon
270
iShares 0-5 Year TIPS Bond ETF
STIP
$15.4B
$276K 0.02%
2,696
+237
SAIC icon
271
Saic
SAIC
$4.85B
$275K 0.02%
2,735
STX icon
272
Seagate
STX
$213B
$275K 0.02%
1,000
IWB icon
273
iShares Russell 1000 ETF
IWB
$48.8B
$271K 0.02%
725
FTMU
274
Franklin Municipal Income ETF
FTMU
$482M
$270K 0.02%
+34,576
BRO icon
275
Brown & Brown
BRO
$18.7B
$262K 0.02%
3,285
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