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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.44M 1.1%
114,910
-16,133
27
$8.38M 1.09%
80,120
+150
28
$8.04M 1.04%
213,226
+975
29
$7.7M 1%
55,019
-50
30
$7.7M 1%
99,738
-180
31
$7.28M 0.95%
92,240
+32,514
32
$7.04M 0.91%
113,311
-345
33
$6.96M 0.9%
81,202
-150
34
$6.86M 0.89%
45,952
+622
35
$6.79M 0.88%
56,660
-3,505
36
$6.34M 0.82%
112,931
-364
37
$6.22M 0.81%
178,676
+50
38
$6.07M 0.79%
51,813
39
$5.94M 0.77%
94,788
40
$5.84M 0.76%
194,243
-4,665
41
$5.83M 0.76%
47,934
-100
42
$5.67M 0.74%
68,330
-525
43
$5.65M 0.73%
150,680
+17,700
44
$5.51M 0.72%
266,308
-4,540
45
$5.35M 0.69%
58,431
-106
46
$5.33M 0.69%
51,809
+1,905
47
$5.22M 0.68%
111,930
+50
48
$5.09M 0.66%
165,939
+1,450
49
$5.07M 0.66%
42,791
+2,780
50
$4.86M 0.63%
162,772
+120
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2
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