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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.67M 0.62%
22,604
-213
52
$8.43M 0.61%
48,088
+510
53
$8.33M 0.6%
107,749
-1,964
54
$8.31M 0.6%
55,060
-1,853
55
$7.67M 0.55%
322,474
-17,510
56
$7.56M 0.54%
52,059
-5,257
57
$7.5M 0.54%
67,858
-416
58
$7.41M 0.53%
154,643
-2,656
59
$7.17M 0.52%
93,517
-8,717
60
$7.11M 0.51%
140,909
-17,161
61
$6.87M 0.49%
12,365
-1,263
62
$6.8M 0.49%
51,507
-58
63
$5.92M 0.43%
22,778
+872
64
$5.91M 0.43%
46,004
-3,036
65
$5.79M 0.42%
22,738
-100
66
$5.78M 0.42%
12,032
+1,858
67
$5.6M 0.4%
10,649
+127
68
$4.93M 0.35%
11,880
-272
69
$4.74M 0.34%
23,940
-244
70
$4.71M 0.34%
67,301
-4,800
71
$4.58M 0.33%
50,660
+3,780
72
$4.35M 0.31%
5,587
-360
73
$4.21M 0.3%
72,576
74
$4.16M 0.3%
9,370
+5
75
$3.77M 0.27%
17,682
-543
1 2
3
4 5