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
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.86M 0.58%
172,372
-528
52
$8.7M 0.57%
335,717
-2,685
53
$8.13M 0.53%
31,459
-11
54
$8.11M 0.53%
57,722
-25,498
55
$7.97M 0.52%
157,091
-8,603
56
$7.91M 0.51%
131,730
57
$7.84M 0.51%
65,393
+3,729
58
$7.81M 0.51%
45,449
+547
59
$7.6M 0.49%
11,704
+1,342
60
$7.42M 0.48%
51,260
+780
61
$7.35M 0.48%
30,452
+74
62
$7.06M 0.46%
135,807
-6,749
63
$6.96M 0.45%
59,350
-408
64
$6.77M 0.44%
111,295
-50,468
65
$6.52M 0.42%
46,761
+4,194
66
$6.17M 0.4%
25,137
-1,120
67
$6.01M 0.39%
132,326
+1,214
68
$5.89M 0.38%
87,350
-7,050
69
$5.77M 0.38%
116,734
-37,859
70
$5.29M 0.34%
32,364
+20,452
71
$4.71M 0.31%
55,523
-2,357
72
$4.7M 0.31%
20,305
+4,006
73
$4.7M 0.31%
8,276
-239
74
$4.5M 0.29%
30,278
-3,053
75
$4.49M 0.29%
14,098
-1,469
1 2
3
4 5