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
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.8M 1.16%
110,348
+2,473
27
$16.9M 1.1%
66,634
+1,632
28
$16.9M 1.1%
98,739
-524
29
$16.8M 1.09%
62,727
-329
30
$15.9M 1.03%
164,481
+15,021
31
$15.5M 1.01%
150,479
-163
32
$14.7M 0.96%
50,462
-516
33
$14.7M 0.96%
25,950
+1,389
34
$14.4M 0.94%
102,450
-764
35
$14.3M 0.93%
27,562
-3,437
36
$13.8M 0.9%
49,340
+1,298
37
$13.4M 0.87%
20,364
-173
38
$12.6M 0.82%
76,755
-1,358
39
$12M 0.78%
104,999
-17,140
40
$11.7M 0.76%
86,295
-2,154
41
$11.4M 0.74%
28,702
-1,609
42
$11.4M 0.74%
32,426
+5,243
43
$10.9M 0.71%
62,839
-506
44
$10.7M 0.69%
58,243
+15,664
45
$10.4M 0.68%
128,100
+17,511
46
$10.1M 0.66%
63,619
+257
47
$10.1M 0.65%
37,529
-697
48
$9.56M 0.62%
23,041
+291
49
$9.51M 0.62%
186,189
+110,210
50
$9.3M 0.61%
83,113
+9,587
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