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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.12M 1.04%
112,163
+2,876
27
$8.97M 1.02%
82,079
+930
28
$8.71M 0.99%
78,171
+631
29
$8.51M 0.97%
78,414
+744
30
$8.45M 0.96%
175,780
+15,180
31
$8.4M 0.95%
88,410
+4,188
32
$8.33M 0.95%
95,991
+304
33
$8.31M 0.94%
93,520
-250
34
$8.29M 0.94%
111,349
-1,443
35
$7.92M 0.9%
45,153
-259
36
$7.77M 0.88%
54,693
-192
37
$7.63M 0.87%
109,413
-7,938
38
$7.47M 0.85%
104,374
-6,215
39
$7.38M 0.84%
143,820
+4,060
40
$7.27M 0.83%
178,726
41
$7.22M 0.82%
49,676
+1,735
42
$7.09M 0.8%
50,711
-972
43
$6.87M 0.78%
112,477
+164
44
$6.72M 0.76%
140,040
+3,240
45
$6.53M 0.74%
26,840
+2,284
46
$6.51M 0.74%
177,784
+4,388
47
$6.42M 0.73%
57,831
-600
48
$6.39M 0.73%
333,049
+74,609
49
$6.33M 0.72%
148,534
-11
50
$6.07M 0.69%
38,736
+22
1
2
3 4 5