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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.68M 1.06%
113,174
+1,825
27
$9.53M 1.05%
81,349
-730
28
$9.34M 1.03%
77,893
-278
29
$9.02M 0.99%
92,119
+3,709
30
$8.82M 0.97%
44,834
-319
31
$8.77M 0.96%
90,657
-2,863
32
$8.36M 0.92%
54,008
-685
33
$8.29M 0.91%
79,854
+1,440
34
$8.2M 0.9%
114,494
-95
35
$8.06M 0.89%
111,199
-964
36
$8.02M 0.88%
84,379
+20,540
37
$7.88M 0.87%
150,660
+10,620
38
$7.82M 0.86%
50,544
-167
39
$7.73M 0.85%
176,104
-2,622
40
$7.72M 0.85%
49,539
-137
41
$7.39M 0.81%
145,110
+1,290
42
$7.39M 0.81%
28,522
+1,682
43
$7.29M 0.8%
151,649
+3,115
44
$7.27M 0.8%
186,204
+8,420
45
$6.82M 0.75%
167,602
46
$6.8M 0.75%
100,985
-8,428
47
$6.76M 0.74%
44,867
-1,419
48
$6.69M 0.73%
98,415
-5,959
49
$6.67M 0.73%
38,757
+21
50
$6.36M 0.7%
55,746
+258
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