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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 1.31%
197,237
+31,027
27
$14.5M 1.29%
152,416
-755
28
$14.4M 1.28%
100,427
+10,997
29
$12.9M 1.15%
63,766
+404
30
$12.8M 1.13%
115,557
+1,540
31
$12.1M 1.08%
52,467
+875
32
$11.3M 1.01%
84,276
-3,592
33
$11M 0.98%
48,125
-643
34
$11M 0.98%
153,985
-1,839
35
$10M 0.89%
36,466
-955
36
$10M 0.89%
61,454
-1,477
37
$9.72M 0.86%
100,457
-1,393
38
$9.69M 0.86%
29,727
+5,109
39
$9.27M 0.82%
124,808
-7,442
40
$9.02M 0.8%
22,465
-11
41
$8.8M 0.78%
69,714
-5,061
42
$8.69M 0.77%
60,515
+71
43
$8.54M 0.76%
97,899
-30
44
$7.62M 0.68%
33,004
-4,799
45
$7.4M 0.66%
147,169
-11,478
46
$7.35M 0.65%
70,306
+2,310
47
$7.29M 0.65%
332,913
-11,247
48
$7.25M 0.64%
96,473
+31,213
49
$7.19M 0.64%
19,041
+2,761
50
$6.82M 0.61%
53,683
+1,762
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