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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.59M 0.55%
11,334
+85
52
$8.57M 0.55%
39,058
53
$8.28M 0.53%
20,431
-33
54
$8.25M 0.53%
23,825
-395
55
$8.13M 0.52%
34,477
-298
56
$7.99M 0.51%
26,283
+33
57
$7.96M 0.51%
40,164
-96
58
$7.93M 0.51%
70,769
-2,646
59
$7.85M 0.5%
54,289
+2,941
60
$7.67M 0.49%
7,923
+67
61
$7.58M 0.48%
12,720
-200
62
$7.14M 0.45%
59,540
+4,450
63
$7.09M 0.45%
88,660
-785
64
$6.93M 0.44%
58,317
-706
65
$6.91M 0.44%
37,855
+3,750
66
$5.91M 0.38%
239,429
-4,152
67
$5.75M 0.37%
57,979
-662
68
$5.47M 0.35%
238,581
+12,202
69
$5.32M 0.34%
21,638
+529
70
$5.31M 0.34%
235,875
+13,996
71
$5.21M 0.33%
8,674
-19
72
$5.15M 0.33%
35,181
+766
73
$4.94M 0.31%
19,650
-325
74
$4.93M 0.31%
62,906
+7,360
75
$4.79M 0.31%
214,224
+34,061
1 2
3
4 5