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
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.52M 0.58%
75,501
-11,238
52
$7.5M 0.57%
13,927
+203
53
$7.43M 0.57%
45,745
-695
54
$7.35M 0.56%
23,662
-360
55
$6.92M 0.53%
118,802
56
$6.92M 0.53%
145,921
+39,643
57
$6.84M 0.52%
57,148
-2,537
58
$6.56M 0.5%
51,354
-1,098
59
$6.39M 0.49%
55,867
+3,987
60
$6.11M 0.47%
27,063
-942
61
$6.06M 0.46%
52,516
-673
62
$6.04M 0.46%
271,373
-35,016
63
$5.85M 0.45%
29,104
+18,437
64
$5.57M 0.43%
25,303
-359
65
$5.55M 0.43%
72,356
-1,515
66
$5.55M 0.43%
14,218
-100
67
$5.39M 0.41%
29,540
+725
68
$5.13M 0.39%
11,515
+2,602
69
$5M 0.38%
25,661
-473
70
$4.19M 0.32%
29,207
-1,398
71
$4.15M 0.32%
71,848
-1,789
72
$4.01M 0.31%
10,868
-3,069
73
$4.01M 0.31%
12,102
74
$3.97M 0.3%
49,040
75
$3.66M 0.28%
98,280
-4,748
1 2
3
4 5