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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.62M 0.41%
45,244
77
$3.57M 0.41%
25,764
-314
78
$3.56M 0.4%
27,009
+1,040
79
$3.26M 0.37%
20,993
+3,585
80
$3.23M 0.37%
65,236
-2,883
81
$3.19M 0.36%
33,020
-157
82
$3.18M 0.36%
94,427
-14,825
83
$3.15M 0.36%
19,275
+72
84
$3.13M 0.36%
26,265
+426
85
$3.06M 0.35%
59,548
86
$3.05M 0.35%
17,858
+1,037
87
$3.04M 0.35%
39,495
88
$3.03M 0.34%
21,686
+19,252
89
$3.01M 0.34%
84,522
-116,127
90
$2.84M 0.32%
23,737
-1,792
91
$2.74M 0.31%
18,106
+220
92
$2.67M 0.3%
11,819
93
$2.63M 0.3%
26,632
-115
94
$2.6M 0.3%
40,854
-3,125
95
$2.54M 0.29%
66,006
+13,151
96
$2.5M 0.28%
32,501
-1,768
97
$2.49M 0.28%
85,675
98
$2.48M 0.28%
18,782
+29
99
$2.45M 0.28%
101,710
100
$2.33M 0.26%
42,590
-5,895
2 3
4
5 6