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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

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
276
$206K 0.01%
+1,695
277
$205K 0.01%
2,134
-113
278
$205K 0.01%
+2,588
279
$203K 0.01%
+1,600
280
$201K 0.01%
3,864
-1,264
281
$122K 0.01%
11,215
-3,000
282
$43K ﹤0.01%
12,397
283
– –
-9,763
284
– –
-1,440
285
– –
-2,934
286
– –
-8,815
287
– –
-6,803
288
– –
-2,091
289
– –
-17,000
290
– –
-4,855
291
– –
-2,256
292
– –
-4,564
293
– –
-5,485
294
$0 ﹤0.01%
10,000
8 9 10 11
12