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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.03M 0.69%
167,602
-1,747
52
$5.91M 0.67%
110,704
+660
53
$5.88M 0.67%
32,525
-75
54
$5.84M 0.66%
55,488
+2,495
55
$5.83M 0.66%
46,286
+2,934
56
$5.66M 0.64%
166,325
-26,067
57
$5.47M 0.62%
128,180
+72,680
58
$5.3M 0.6%
63,839
+10,885
59
$5.28M 0.6%
69,749
+232
60
$5.01M 0.57%
42,681
+2,745
61
$4.84M 0.55%
63,617
-2,956
62
$4.79M 0.54%
211,644
+23,795
63
$4.65M 0.53%
103,682
-3
64
$4.52M 0.51%
24,231
+2,795
65
$4.51M 0.51%
28,880
-330
66
$4.38M 0.5%
129,355
+57
67
$4.33M 0.49%
22,867
+805
68
$4.19M 0.48%
70,125
-4,340
69
$4.09M 0.47%
44,661
+20
70
$4.08M 0.46%
64,254
-2,427
71
$4.05M 0.46%
89,934
-411
72
$4M 0.45%
54,847
-400
73
$3.93M 0.45%
41,163
+583
74
$3.73M 0.42%
97,827
-587
75
$3.67M 0.42%
69,691
+8,403
1 2
3
4 5