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
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 1.14%
35,207
-448
27
$14.7M 1.13%
34,071
+155
28
$14.5M 1.11%
288,397
-2,846
29
$14.4M 1.11%
186,658
-4,226
30
$14.3M 1.1%
149,092
+560
31
$13.8M 1.06%
+166,210
32
$13.2M 1.01%
59,105
+10,704
33
$13.1M 1.01%
142,629
-3,505
34
$13M 1%
93,670
-2,658
35
$13M 1%
107,051
+479
36
$11.8M 0.91%
23,669
-2,053
37
$11.3M 0.87%
103,519
-359
38
$11.3M 0.87%
22,505
+747
39
$11.1M 0.85%
161,872
+6,598
40
$11M 0.85%
34,507
+10,453
41
$11M 0.84%
34,949
-1,365
42
$10.8M 0.83%
72,839
-1,808
43
$10.5M 0.81%
53,502
-1,594
44
$9.88M 0.76%
+194,870
45
$9.74M 0.75%
90,132
-1,918
46
$9.69M 0.75%
90,424
+6,123
47
$9.19M 0.71%
156,213
-8,355
48
$8.97M 0.69%
27,290
-575
49
$8.7M 0.67%
148,095
-5,024
50
$8.7M 0.67%
61,778
-924
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