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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.21M 0.68%
74,320
-5,392
52
$6.19M 0.68%
108,445
-2,259
53
$6.07M 0.67%
57,494
-337
54
$6.06M 0.67%
203,296
-8,348
55
$6.04M 0.66%
112,519
+42
56
$5.8M 0.64%
164,614
-1,711
57
$5.64M 0.62%
45,091
+2,410
58
$5.58M 0.61%
68,517
-1,232
59
$5.53M 0.61%
305,943
-27,106
60
$5.37M 0.59%
29,525
-3,000
61
$5.19M 0.57%
63,021
-596
62
$5.09M 0.56%
27,081
+2,850
63
$4.89M 0.54%
28,880
64
$4.88M 0.54%
103,682
65
$4.74M 0.52%
44,358
+3,195
66
$4.7M 0.52%
71,425
+1,300
67
$4.62M 0.51%
24,320
+1,453
68
$4.57M 0.5%
63,934
-320
69
$4.54M 0.5%
98,359
+532
70
$4.12M 0.45%
119,780
-9,575
71
$4.05M 0.44%
43,599
-1,645
72
$4.04M 0.44%
44,109
-552
73
$3.98M 0.44%
86,764
-3,170
74
$3.92M 0.43%
26,319
-690
75
$3.85M 0.42%
70,325
+634
1 2
3
4 5