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
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.1M 1.23%
216,616
-71
27
$15.7M 1.2%
99,500
+29,601
28
$15M 1.15%
90,384
-1,917
29
$14.6M 1.12%
54,114
-185
30
$14.1M 1.08%
28,071
-1,513
31
$13M 1%
149,421
-2,751
32
$12.6M 0.96%
22,355
+2,555
33
$11.3M 0.86%
225,002
+10,577
34
$11.1M 0.85%
99,419
+12,251
35
$11M 0.84%
78,561
-4,880
36
$10.9M 0.83%
80,564
-2,416
37
$10.8M 0.83%
58,504
-1,347
38
$10.5M 0.81%
69,252
+809
39
$10.3M 0.79%
148,998
+74
40
$10.1M 0.78%
33,939
+785
41
$9.94M 0.76%
91,171
-3,507
42
$9.21M 0.71%
63,358
-57
43
$9.14M 0.7%
81,130
+942
44
$9.06M 0.69%
45,635
-604
45
$9.05M 0.69%
117,696
+1,120
46
$9.02M 0.69%
42,386
-2,982
47
$8.94M 0.69%
18,674
-2,624
48
$8.47M 0.65%
31,903
-381
49
$7.79M 0.6%
52,309
-1,661
50
$7.57M 0.58%
99,557
+8,726
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