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
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$145K 0.01%
15,000
277
$22K ﹤0.01%
960
278
$12K ﹤0.01%
667
279
– –
-3,990
280
– –
-1,927
281
– –
-5,550
282
– –
-7,665
283
– –
-2,250
284
– –
-898
8 9 10 11
12