BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.3M 1.28%
278,481
+846
27
$16.7M 1.11%
41,181
+1,182
28
$16.3M 1.09%
114,116
+2,807
29
$16.1M 1.07%
52,230
-4,690
30
$15.5M 1.03%
40,008
-1,146
31
$15M 0.99%
27,927
-731
32
$14.9M 0.99%
197,126
-478
33
$14.9M 0.99%
41,819
+218
34
$13.4M 0.89%
46,211
-726
35
$13.4M 0.89%
72,035
-581
36
$12.6M 0.84%
65,616
+3,393
37
$12.6M 0.84%
250,836
+22,991
38
$12.6M 0.83%
12,681
+292
39
$11.8M 0.79%
77,497
-7,722
40
$11.7M 0.77%
90,084
+3,197
41
$11.5M 0.76%
84,564
-550
42
$11.2M 0.74%
54,638
+1,600
43
$10.4M 0.69%
59,130
+4,090
44
$9.78M 0.65%
78,863
-961
45
$9.7M 0.64%
60,907
-1,326
46
$9.34M 0.62%
30,740
+7,627
47
$9.26M 0.62%
130,387
-3,980
48
$8.78M 0.58%
73,415
-782
49
$8.59M 0.57%
65,023
+1,096
50
$8.32M 0.55%
24,220
-321
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