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
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.09M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$704K

Top Sells

1
+$995K
2
+$985K
3
+$827K
4
GE icon
GE Aerospace
GE
+$822K
5
GILD icon
Gilead Sciences
GILD
+$738K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.86M 0.69%
32,600
52
$5.68M 0.67%
24,556
+46
53
$5.58M 0.66%
169,349
-2,500
54
$5.55M 0.66%
148,545
-195
55
$5.35M 0.63%
110,044
+600
56
$4.98M 0.59%
66,573
+2,439
57
$4.97M 0.59%
52,993
+1,175
58
$4.97M 0.59%
66,681
+120
59
$4.95M 0.59%
258,440
-5,596
60
$4.83M 0.57%
74,465
-210
61
$4.53M 0.54%
43,352
+6,320
62
$4.29M 0.51%
103,685
-2,000
63
$4.26M 0.5%
29,210
-15
64
$4.18M 0.49%
187,849
+1,683
65
$4.17M 0.49%
39,936
+895
66
$4.17M 0.49%
52,954
+8,045
67
$4.12M 0.49%
129,298
+305
68
$4.11M 0.49%
44,641
-2,085
69
$4.09M 0.48%
55,247
-836
70
$4.05M 0.48%
90,345
-377
71
$3.85M 0.46%
22,062
+2,082
72
$3.83M 0.45%
26,078
-1,066
73
$3.71M 0.44%
40,580
+2,705
74
$3.51M 0.42%
45,244
-1,200
75
$3.46M 0.41%
21,436
+2,725
1 2
3
4 5