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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.9M 1.26%
40,984
-197
27
$17.7M 1.12%
27,667
-260
28
$17.5M 1.12%
112,854
-1,262
29
$17.4M 1.11%
75,095
+3,060
30
$17.2M 1.1%
34,892
+29,535
31
$15.5M 0.99%
41,455
-364
32
$15.5M 0.99%
52,116
-114
33
$14.5M 0.92%
59,700
+570
34
$14.5M 0.92%
45,962
-249
35
$14.4M 0.92%
18,924
+9,887
36
$14M 0.89%
209,383
+12,257
37
$13.9M 0.88%
74,931
-2,566
38
$13.4M 0.86%
265,645
+14,809
39
$13.4M 0.85%
63,985
-1,631
40
$13.4M 0.85%
37,960
-2,048
41
$13.3M 0.85%
90,088
+4
42
$11.9M 0.76%
55,375
+737
43
$11.7M 0.75%
12,659
-22
44
$11.7M 0.74%
87,389
+2,825
45
$10.4M 0.66%
31,597
+857
46
$9.59M 0.61%
13,055
+8,220
47
$9.26M 0.59%
60,279
-628
48
$9.19M 0.58%
65,440
+417
49
$9.12M 0.58%
130,763
+376
50
$9.07M 0.58%
79,201
+338
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