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
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.09M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$704K

Top Sells

1
+$995K
2
+$985K
3
+$827K
4
GE icon
GE Aerospace
GE
+$822K
5
GILD icon
Gilead Sciences
GILD
+$738K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.79M 1.04%
54,994
27
$8.44M 1%
110,589
-352
28
$8.38M 0.99%
118,459
-10,421
29
$8.31M 0.98%
81,149
+915
30
$7.91M 0.94%
45,412
+597
31
$7.81M 0.92%
77,670
+1,403
32
$7.78M 0.92%
112,792
-244
33
$7.77M 0.92%
160,600
+10,940
34
$7.73M 0.91%
117,351
-15,116
35
$7.62M 0.9%
54,885
-1,330
36
$7.54M 0.89%
84,222
+9,053
37
$6.94M 0.82%
178,726
38
$6.87M 0.81%
112,313
+220
39
$6.86M 0.81%
58,431
40
$6.85M 0.81%
51,683
-80
41
$6.81M 0.81%
139,760
+10,190
42
$6.8M 0.8%
93,770
-123
43
$6.76M 0.8%
200,649
-11,428
44
$6.69M 0.79%
95,687
-2,323
45
$6.6M 0.78%
47,941
+3,175
46
$6.45M 0.76%
192,392
+2,531
47
$6.36M 0.75%
69,517
+1,201
48
$6.22M 0.74%
136,800
+6,840
49
$6.07M 0.72%
173,396
+8,324
50
$5.93M 0.7%
38,714
-4,625
1
2
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