BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
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
LAMR icon
276
Lamar Advertising Co
LAMR
$12.1B
$206K 0.01%
+1,695
CHRW icon
277
C.H. Robinson
CHRW
$15.1B
$205K 0.01%
2,134
-113
CP icon
278
Canadian Pacific Kansas City
CP
$68.3B
$205K 0.01%
+2,588
SUSA icon
279
iShares ESG Optimized MSCI USA ETF
SUSA
$3.78B
$203K 0.01%
+1,600
FTV icon
280
Fortive
FTV
$16.6B
$201K 0.01%
3,864
FRST icon
281
Primis Financial Corp
FRST
$261M
$122K 0.01%
11,215
-3,000
RLAY icon
282
Relay Therapeutics
RLAY
$1.3B
$43K ﹤0.01%
12,397
CRSP icon
283
CRISPR Therapeutics
CRSP
$5.84B
– –
-9,763
EGP icon
284
EastGroup Properties
EGP
$9.45B
– –
-1,440
IEI icon
285
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
– –
-2,934
INTC icon
286
Intel
INTC
$198B
– –
-8,815
MCHP icon
287
Microchip Technology
MCHP
$34.3B
– –
-6,803
ROST icon
288
Ross Stores
ROST
$52.3B
– –
-2,091
STX icon
289
Seagate
STX
$47.5B
– –
-17,000
SWKS icon
290
Skyworks Solutions
SWKS
$11.9B
– –
-4,855
TLH icon
291
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
– –
-2,256
XLE icon
292
Energy Select Sector SPDR Fund
XLE
$26.2B
– –
-2,282
YUMC icon
293
Yum China
YUMC
$15.8B
– –
-5,485
VRAY
294
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
10,000
8 9 10 11
12