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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
276
$235K 0.02%
3,156
277
$234K 0.01%
5,200
278
$229K 0.01%
2,250
279
$225K 0.01%
2,021
280
$223K 0.01%
+5,000
281
$221K 0.01%
1,600
282
$219K 0.01%
976
-254
283
$217K 0.01%
1,600
284
$215K 0.01%
+700
285
$213K 0.01%
1,930
-523
286
$209K 0.01%
3,120
287
$208K 0.01%
1,695
288
$208K 0.01%
+1,100
289
$208K 0.01%
3,121
290
$204K 0.01%
+1,085
291
$204K 0.01%
+4,564
292
$118K 0.01%
11,215
293
$65K ﹤0.01%
12,397
294
– –
-92,072
295
– –
-2,972
296
– –
-2,134
297
– –
-3,864
298
– –
-14,040
299
– –
-3,104
300
$0 ﹤0.01%
10,000
8 9 10 11
12