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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.42M 1.07%
55,069
+175
27
$9.09M 1.04%
92,615
+496
28
$9.05M 1.03%
95,324
-738
29
$8.98M 1.02%
79,154
-2,195
30
$8.89M 1.01%
197,266
-1,685
31
$8.6M 0.98%
53,455
-553
32
$8.6M 0.98%
114,038
-456
33
$8.51M 0.97%
77,961
+68
34
$8.46M 0.96%
176,828
+111,817
35
$8.31M 0.95%
45,304
+470
36
$8.3M 0.95%
87,699
-2,958
37
$7.75M 0.88%
64,755
+9,009
38
$7.73M 0.88%
149,780
-880
39
$7.71M 0.88%
27,480
-1,042
40
$7.71M 0.88%
144,962
-148
41
$7.71M 0.88%
176,104
42
$7.32M 0.84%
179,284
-6,920
43
$7.21M 0.82%
49,955
-589
44
$6.91M 0.79%
111,140
-59
45
$6.66M 0.76%
156,149
+4,500
46
$6.55M 0.75%
40,925
-8,614
47
$6.26M 0.71%
165,032
-2,570
48
$6.25M 0.71%
104,258
-4,187
49
$6.06M 0.69%
38,775
+18
50
$6.01M 0.69%
92,789
-8,196
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