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
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.09M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$704K

Top Sells

1
+$995K
2
+$985K
3
+$827K
4
GE icon
GE Aerospace
GE
+$822K
5
GILD icon
Gilead Sciences
GILD
+$738K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.46M 0.41%
25,969
+210
77
$3.42M 0.4%
109,252
-19,000
78
$3.32M 0.39%
98,414
-4,520
79
$3.25M 0.38%
59,548
+750
80
$3.07M 0.36%
61,288
-364
81
$3.04M 0.36%
68,119
-1,725
82
$3.03M 0.36%
39,495
83
$3.02M 0.36%
25,839
+297
84
$3.02M 0.36%
25,529
-511
85
$3M 0.36%
33,177
+1,275
86
$2.98M 0.35%
55,500
+23,955
87
$2.95M 0.35%
19,203
+1,409
88
$2.84M 0.34%
26,747
+1,455
89
$2.81M 0.33%
17,408
-1,335
90
$2.62M 0.31%
32,509
-5,900
91
$2.57M 0.3%
11,819
92
$2.56M 0.3%
34,269
-5,999
93
$2.56M 0.3%
17,886
-50
94
$2.54M 0.3%
16,821
+4,700
95
$2.52M 0.3%
48,485
+3,520
96
$2.45M 0.29%
43,979
-2,175
97
$2.34M 0.28%
26,318
-1,635
98
$2.28M 0.27%
18,753
99
$2.22M 0.26%
85,675
-40
100
$2.21M 0.26%
73,422
-90
2 3
4
5 6