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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.76M 0.66%
110,759
-1,760
52
$5.72M 0.65%
57,543
+49
53
$5.63M 0.64%
26,076
-1,005
54
$5.56M 0.63%
95,053
-3,362
55
$5.55M 0.63%
202,841
-455
56
$5.48M 0.62%
156,468
-8,146
57
$5.46M 0.62%
28,580
-300
58
$5.45M 0.62%
62,779
-242
59
$5.21M 0.59%
64,067
-4,450
60
$5.14M 0.59%
44,674
-193
61
$5.01M 0.57%
103,682
62
$4.95M 0.56%
23,973
-347
63
$4.94M 0.56%
43,286
-1,805
64
$4.67M 0.53%
42,431
-1,927
65
$4.61M 0.53%
88,488
-9,871
66
$4.37M 0.5%
67,637
-6,683
67
$4.33M 0.49%
287,696
-18,247
68
$4.23M 0.48%
22,094
+108
69
$4.14M 0.47%
96,427
+2,000
70
$4.03M 0.46%
119,569
-211
71
$4M 0.46%
44,504
+395
72
$4M 0.46%
64,134
+200
73
$3.88M 0.44%
71,384
+1,059
74
$3.72M 0.42%
85,588
-1,176
75
$3.71M 0.42%
25,298
-252
1 2
3
4 5