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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.48M 0.58%
36,963
-466
52
$8.28M 0.57%
21,286
-470
53
$7.79M 0.54%
13,682
-498
54
$7.71M 0.53%
26,591
-473
55
$7.23M 0.5%
11,367
-75
56
$7.19M 0.49%
38,348
-510
57
$6.88M 0.47%
59,694
-1,785
58
$6.76M 0.46%
86,646
-3,551
59
$6.65M 0.46%
22,954
-270
60
$5.76M 0.4%
74,496
-1,947
61
$5.68M 0.39%
39,751
-278
62
$5.59M 0.38%
22,662
-273
63
$5.53M 0.38%
228,490
+11,753
64
$5.5M 0.38%
45,558
-171
65
$5.05M 0.35%
50,720
-1,319
66
$4.83M 0.33%
6,972
+3,572
67
$4.78M 0.33%
11,403
68
$4.74M 0.33%
22,303
-558
69
$4.6M 0.32%
8,995
-346
70
$4.51M 0.31%
7,658
-376
71
$4.49M 0.31%
27,528
-6,365
72
$4.46M 0.31%
48,074
+6,896
73
$4.36M 0.3%
191,098
+26,972
74
$4.28M 0.29%
67,051
-250
75
$4.23M 0.29%
84,018
-7,099
1 2
3
4 5