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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 1.14%
65,489
-366
27
$11.5M 1.12%
291,088
-1,528
28
$11.3M 1.1%
188,436
+3,080
29
$10.8M 1.05%
175,135
-2,190
30
$10.6M 1.03%
155,288
-3,713
31
$10.3M 1%
57,292
+445
32
$10.1M 0.98%
155,060
+3,617
33
$9.8M 0.95%
74,126
+55
34
$9.62M 0.94%
38,837
-891
35
$9.51M 0.92%
103,988
-286
36
$9.2M 0.89%
27,924
-282
37
$9.12M 0.89%
20,943
+5,288
38
$8.82M 0.86%
56,279
-1,617
39
$8.72M 0.85%
106,886
-4,649
40
$8.67M 0.84%
93,570
+289
41
$8.52M 0.83%
25,808
-105
42
$8.5M 0.83%
45,397
+14,896
43
$8.38M 0.81%
151,933
+1,283
44
$7.18M 0.7%
73,138
-348
45
$7.06M 0.69%
63,091
+3,182
46
$6.88M 0.67%
93,167
-1,718
47
$6.72M 0.65%
36,437
-50
48
$6.2M 0.6%
26,540
+4,773
49
$6.18M 0.6%
65,710
+9,613
50
$6.05M 0.59%
67,847
-304
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2
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