BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.95M 0.53%
40,260
+2,794
52
$7.86M 0.52%
11,249
-11
53
$7.67M 0.51%
26,250
-214
54
$7.5M 0.5%
20,464
-339
55
$7.38M 0.49%
55,090
+11,360
56
$7.32M 0.49%
12,920
-17
57
$7.21M 0.48%
34,775
-289
58
$7.11M 0.47%
89,445
+1,447
59
$7.04M 0.47%
9,037
+3,755
60
$6.58M 0.44%
39,058
-340
61
$6.45M 0.43%
59,023
-388
62
$6.34M 0.42%
51,348
+1,517
63
$6.29M 0.42%
7,856
+417
64
$5.96M 0.4%
243,581
+10,288
65
$5.5M 0.37%
58,641
-2,182
66
$5.37M 0.36%
34,415
+1,152
67
$5.3M 0.35%
58,979
-11,405
68
$5.19M 0.34%
226,379
+25,491
69
$5.02M 0.33%
21,109
-1,036
70
$5.02M 0.33%
63,773
-6,895
71
$4.99M 0.33%
221,879
+27,664
72
$4.94M 0.33%
11,296
-51
73
$4.79M 0.32%
8,693
+8
74
$4.65M 0.31%
34,105
+105
75
$4.43M 0.29%
19,975
-705
1 2
3
4 5