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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.77M 0.62%
154,884
-217
52
$4.55M 0.59%
198,377
-19,715
53
$4.55M 0.59%
24,840
-65
54
$4.5M 0.58%
66,561
-635
55
$4.49M 0.58%
148,657
56
$4.42M 0.57%
76,655
-700
57
$4.38M 0.57%
63,425
+709
58
$4.33M 0.56%
27,259
+96
59
$4.2M 0.55%
35,661
-23
60
$4.02M 0.52%
104,746
-1,075
61
$3.85M 0.5%
50,598
+3,262
62
$3.8M 0.49%
91,672
-2,150
63
$3.8M 0.49%
48,688
+135
64
$3.78M 0.49%
49,345
-556
65
$3.78M 0.49%
104,194
+400
66
$3.75M 0.49%
70,298
-280
67
$3.69M 0.48%
56,463
-604
68
$3.68M 0.48%
105,035
-2,250
69
$3.65M 0.47%
36,472
+52
70
$3.5M 0.45%
49,194
-875
71
$3.28M 0.43%
37,995
-220
72
$3.23M 0.42%
83,820
+11,360
73
$3.23M 0.42%
94,131
+6,150
74
$3.19M 0.41%
47,856
-940
75
$3.19M 0.41%
29,675
-400
1 2
3
4 5