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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.77M 0.41%
49,947
-4,900
77
$3.75M 0.41%
25,550
-214
78
$3.62M 0.4%
94,427
79
$3.6M 0.39%
33,323
+303
80
$3.46M 0.38%
42,620
+3,125
81
$3.44M 0.38%
65,011
-225
82
$3.44M 0.38%
21,986
+993
83
$3.43M 0.38%
25,119
-1,146
84
$3.43M 0.38%
18,075
-1,200
85
$3.28M 0.36%
81,921
+15,915
86
$3.14M 0.34%
59,891
+343
87
$3.13M 0.34%
135,541
+49,866
88
$3.1M 0.34%
21,548
-138
89
$3.02M 0.33%
17,122
-736
90
$3M 0.33%
27,943
+1,311
91
$2.95M 0.32%
11,818
-1
92
$2.92M 0.32%
17,826
-280
93
$2.8M 0.31%
13,393
+1,547
94
$2.74M 0.3%
23,441
-296
95
$2.68M 0.29%
18,502
-280
96
$2.6M 0.28%
42,352
+1,498
97
$2.57M 0.28%
95,618
-6,092
98
$2.56M 0.28%
59,965
+8,820
99
$2.51M 0.28%
47,740
100
$2.5M 0.27%
78,061
+1,064
2 3
4
5 6