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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.6M 1.27%
275,672
+24,327
27
$17.2M 1.24%
22,568
+35
28
$15M 1.08%
159,741
-2,685
29
$14.6M 1.05%
27,060
-126
30
$14.2M 1.02%
89,874
-1,067
31
$14.1M 1.01%
77,348
-1,989
32
$12.6M 0.91%
111,720
+7,412
33
$12.4M 0.89%
160,804
+11,617
34
$11.4M 0.82%
36,579
+240
35
$11.1M 0.8%
68,217
-870
36
$10.6M 0.76%
60,651
+48
37
$10.6M 0.76%
86,674
+2,607
38
$10.5M 0.76%
74,102
+19,726
39
$10.5M 0.75%
131,305
-1,190
40
$10.3M 0.74%
79,940
-2,167
41
$10M 0.72%
39,323
-789
42
$9.96M 0.72%
87,624
-1,955
43
$9.6M 0.69%
13,102
-516
44
$9.49M 0.68%
47,394
-1,570
45
$9.38M 0.67%
33,270
46
$9.37M 0.67%
37,500
-505
47
$9.3M 0.67%
72,726
+9,675
48
$9.24M 0.66%
26,591
-1,157
49
$8.97M 0.65%
49,118
+735
50
$8.96M 0.64%
16,111
-633
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