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
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.51M 0.66%
+328,073
52
$8.14M 0.63%
64,071
-1,781
53
$8.01M 0.62%
37,348
+945
54
$7.85M 0.6%
+153,704
55
$6.46M 0.5%
82,804
-11,116
56
$6.42M 0.49%
26,315
+57
57
$6.41M 0.49%
26,175
-306
58
$6.1M 0.47%
22,963
+182
59
$6.01M 0.46%
59,049
+25
60
$5.6M 0.43%
66,360
-3,975
61
$5.45M 0.42%
105,414
+550
62
$5.28M 0.41%
+64,837
63
$5.24M 0.4%
26,905
-128
64
$5.19M 0.4%
35,543
-672
65
$5.15M 0.4%
129,926
-266
66
$5.15M 0.4%
32,069
-775
67
$4.99M 0.38%
42,878
-29
68
$4.92M 0.38%
24,360
-1,050
69
$4.83M 0.37%
53,220
-4,125
70
$4.77M 0.37%
135,320
71
$4.66M 0.36%
104,881
-26,623
72
$4.5M 0.35%
38,203
-448
73
$4.41M 0.34%
8,014
+125
74
$4.36M 0.34%
49,780
-1,420
75
$4.33M 0.33%
23,883
-80
1 2
3
4 5