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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 1.15%
62,238
+65
27
$15.7M 1.12%
32,029
-1,209
28
$15.7M 1.12%
64,183
+1,843
29
$15.1M 1.08%
206,724
+2,710
30
$14.5M 1.04%
107,540
+226
31
$14.4M 1.03%
127,524
-8,208
32
$13.6M 0.97%
23,190
+71
33
$13.3M 0.95%
159,009
-824
34
$13M 0.93%
147,700
+612
35
$13M 0.93%
240,024
-46,334
36
$12.9M 0.92%
20,448
-111
37
$12.6M 0.9%
45,449
+9,868
38
$12.3M 0.88%
51,626
-757
39
$12M 0.85%
103,106
-203
40
$10.9M 0.78%
30,840
-2,271
41
$10.7M 0.76%
79,315
-4,790
42
$10.3M 0.74%
167,885
-110,574
43
$9.9M 0.71%
87,891
-2,088
44
$9.89M 0.71%
63,574
-85
45
$9.67M 0.69%
71,436
+7,173
46
$9.64M 0.69%
65,083
-1,905
47
$9.11M 0.65%
110,171
-58,542
48
$9.1M 0.65%
173,688
-1,750
49
$8.81M 0.63%
173,357
-35,554
50
$8.79M 0.63%
88,369
-103
1
2
3 4 5