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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.84M 0.57%
23,330
-127
52
$5.73M 0.56%
159,048
-604
53
$5.58M 0.54%
25,415
-1,057
54
$5.06M 0.49%
26,262
-681
55
$5M 0.49%
128,992
+2,548
56
$4.99M 0.49%
83,454
-719
57
$4.76M 0.46%
36,535
-651
58
$4.57M 0.44%
33,810
59
$4.41M 0.43%
55,907
-17,827
60
$4.37M 0.43%
27,934
+463
61
$4.3M 0.42%
57,345
-2,000
62
$4.19M 0.41%
104,752
-16
63
$4.1M 0.4%
38,748
-972
64
$3.95M 0.38%
84,761
65
$3.83M 0.37%
58,919
-1,730
66
$3.67M 0.36%
94,252
-7,405
67
$3.65M 0.35%
44,941
68
$3.63M 0.35%
51,260
+1,220
69
$3.62M 0.35%
42,987
-394
70
$3.55M 0.34%
135,336
-1,800
71
$3.5M 0.34%
32,824
-68
72
$3.42M 0.33%
76,423
-120
73
$3.39M 0.33%
24,450
-1,000
74
$3.26M 0.32%
58,233
-490
75
$3.21M 0.31%
26,211
+3,830
1 2
3
4 5