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
$804M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.69M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$782K

Top Sells

1
+$8M
2
+$2.32M
3
+$1.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 17.54%
2 Technology 15.22%
3 Industrials 10.97%
4 Consumer Staples 9.14%
5 Financials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.86M 0.6%
28,580
52
$4.67M 0.58%
25,119
+2,075
53
$4.45M 0.55%
113,868
+10,688
54
$4.34M 0.54%
44,496
+445
55
$4.26M 0.53%
27,644
+380
56
$4.26M 0.53%
195,674
-833
57
$4.24M 0.53%
38,999
-28
58
$4.14M 0.51%
136,934
-8,726
59
$4.13M 0.51%
95,272
-1,175
60
$4.08M 0.51%
86,935
-2,368
61
$3.81M 0.47%
80,367
-98
62
$3.8M 0.47%
56,895
-735
63
$3.64M 0.45%
153,525
-15,114
64
$3.57M 0.44%
27,222
+876
65
$3.5M 0.44%
77,565
-23,459
66
$3.47M 0.43%
20,200
+2,859
67
$3.44M 0.43%
58,473
-1,550
68
$3.41M 0.42%
43,244
-470
69
$3.35M 0.42%
36,268
-4,006
70
$3.32M 0.41%
15,113
-161
71
$3.2M 0.4%
23,366
+193
72
$3.14M 0.39%
110,032
+18,444
73
$3.13M 0.39%
68,768
-2,837
74
$3.11M 0.39%
62,943
-923
75
$3.05M 0.38%
42,631
-8,894
1 2
3
4 5