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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.7M 0.6%
24,290
+103
52
$6.32M 0.56%
72,393
+265
53
$6.26M 0.56%
81,768
-2,802
54
$6.05M 0.54%
44,751
+1,235
55
$6.01M 0.53%
47,836
-1,315
56
$5.85M 0.52%
121,549
-29,974
57
$5.84M 0.52%
28,541
-4,612
58
$5.64M 0.5%
119,549
59
$5.59M 0.5%
20,918
-39
60
$5.53M 0.49%
57,777
+2,137
61
$5.33M 0.47%
28,403
-72
62
$5.24M 0.47%
28,245
+11,498
63
$4.76M 0.42%
26,500
-523
64
$4.75M 0.42%
55,199
-4,073
65
$4.51M 0.4%
118,745
-10,683
66
$4.42M 0.39%
9,353
+187
67
$4.31M 0.38%
38,537
+1,254
68
$4.2M 0.37%
30,865
-3,677
69
$4M 0.36%
48,852
+2,388
70
$3.64M 0.32%
62,987
-29,112
71
$3.58M 0.32%
71,366
+48,801
72
$3.52M 0.31%
14,518
73
$3.46M 0.31%
68,887
-88,349
74
$3.29M 0.29%
34,829
+3,634
75
$3.21M 0.29%
21,618
-1,458
1 2
3
4 5