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
$804M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.69M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$782K

Top Sells

1
+$8M
2
+$2.32M
3
+$1.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 17.54%
2 Technology 15.22%
3 Industrials 10.97%
4 Consumer Staples 9.14%
5 Financials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.36M 1.16%
137,215
-6,294
27
$8.82M 1.1%
97,607
-1,561
28
$8.78M 1.09%
169,620
+1,440
29
$8.63M 1.07%
83,988
-578
30
$8.4M 1.04%
31,506
+404
31
$8.37M 1.04%
75,735
-1,195
32
$8.18M 1.02%
52,169
-790
33
$7.95M 0.99%
182,860
-9,568
34
$7.92M 0.98%
173,789
-876
35
$7.8M 0.97%
106,939
-5,531
36
$7.77M 0.97%
102,749
-30,661
37
$7.75M 0.96%
+49,673
38
$7.74M 0.96%
107,039
-4,323
39
$7.53M 0.94%
193,475
-3,122
40
$7.33M 0.91%
47,770
+9,986
41
$7.07M 0.88%
31,589
+3,495
42
$7.04M 0.87%
76,329
-9,190
43
$6.94M 0.86%
108,310
-8,303
44
$6.81M 0.85%
108,804
-1,216
45
$6.8M 0.85%
38,288
-740
46
$6.43M 0.8%
41,677
-416
47
$6.43M 0.8%
40,348
-1,421
48
$6.05M 0.75%
92,327
-23,822
49
$5.71M 0.71%
62,508
-305
50
$4.92M 0.61%
118,689
-1,446
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