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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.7M 1.35%
37,819
-648
27
$18.7M 1.28%
102,546
-2,076
28
$18.5M 1.27%
41,650
+326
29
$16.8M 1.15%
125,155
-1,826
30
$16.3M 1.12%
112,259
+1,793
31
$15.2M 1.04%
198,958
-911
32
$13.6M 0.93%
107,947
-1,724
33
$13.1M 0.9%
73,506
-1,315
34
$12.8M 0.88%
38,569
+3
35
$12.6M 0.86%
86,961
-1,446
36
$11.4M 0.79%
12,487
-362
37
$11.4M 0.78%
47,416
-198
38
$11.3M 0.78%
27,381
+473
39
$11M 0.76%
57,969
+5,058
40
$11M 0.75%
144,794
-6,894
41
$10.8M 0.74%
64,348
-1,438
42
$10.4M 0.72%
55,148
-23
43
$10.4M 0.72%
215,119
+12,226
44
$10.4M 0.72%
53,176
+3,137
45
$9.85M 0.68%
87,059
+69
46
$9.23M 0.63%
75,276
-512
47
$9.13M 0.63%
60,056
+397
48
$9.13M 0.63%
81,984
-3,846
49
$9.12M 0.63%
78,579
-754
50
$8.5M 0.58%
24,997
-335
1
2
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