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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.14M 0.41%
58,273
-2,625
77
$3.02M 0.39%
39,495
78
$3M 0.39%
28,464
-1,100
79
$2.87M 0.37%
43,924
80
$2.85M 0.37%
38,899
-3,240
81
$2.76M 0.36%
47,279
-9,460
82
$2.73M 0.35%
26,197
-1,125
83
$2.72M 0.35%
61,609
-1,521
84
$2.67M 0.35%
38,489
-15
85
$2.66M 0.35%
18,865
+100
86
$2.64M 0.34%
72,929
-35,590
87
$2.58M 0.33%
17,911
-1,456
88
$2.5M 0.32%
17,611
+450
89
$2.48M 0.32%
28,945
-8,110
90
$2.45M 0.32%
20,414
+2,400
91
$2.44M 0.32%
24,180
+200
92
$2.39M 0.31%
26,652
-825
93
$2.35M 0.31%
73,233
-585
94
$2.32M 0.3%
17,291
+215
95
$2.23M 0.29%
11,949
96
$2.19M 0.28%
14,950
-150
97
$2.18M 0.28%
18,580
-586
98
$2.13M 0.28%
86,251
-466
99
$2.05M 0.27%
29,463
100
$2.04M 0.27%
31,348
-300
2 3
4
5 6