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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.77M 0.63%
37,955
+162
52
$8.73M 0.62%
332,090
+4,253
53
$8.25M 0.59%
147,167
-1,432
54
$7.19M 0.51%
22,535
+15
55
$7.16M 0.51%
59,699
56
$7.05M 0.5%
25,887
-51,483
57
$6.79M 0.48%
36,012
+8,339
58
$6.52M 0.47%
132,444
-2,306
59
$6.42M 0.46%
28,788
+1,732
60
$6.36M 0.45%
60,717
-537
61
$6.23M 0.44%
26,257
62
$6.18M 0.44%
101,501
-27,640
63
$6.16M 0.44%
31,742
-52
64
$6.1M 0.44%
49,940
+280
65
$5.96M 0.43%
129,446
66
$5.69M 0.41%
36,783
+10,092
67
$5.69M 0.41%
34,258
-1,904
68
$5.61M 0.4%
42,567
-15
69
$5.58M 0.4%
101,237
-4,097
70
$5.31M 0.38%
9,661
+1,397
71
$5.16M 0.37%
65,123
-3,039
72
$4.83M 0.34%
15,719
73
$4.62M 0.33%
59,353
-8,264
74
$4.48M 0.32%
78,585
+52
75
$4.25M 0.3%
24,176
+294
1 2
3
4 5