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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.67M 0.42%
41,874
-1,725
77
$3.58M 0.41%
49,947
78
$3.56M 0.41%
26,739
+420
79
$3.54M 0.4%
70,425
-1,000
80
$3.51M 0.4%
33,352
+29
81
$3.42M 0.39%
26,184
+1,065
82
$3.13M 0.36%
93,588
-41,953
83
$3.13M 0.36%
46,455
+3,835
84
$2.98M 0.34%
16,690
-1,385
85
$2.95M 0.34%
18,561
+735
86
$2.89M 0.33%
60,541
+650
87
$2.84M 0.32%
11,818
88
$2.83M 0.32%
82,896
+975
89
$2.8M 0.32%
27,835
-108
90
$2.68M 0.31%
42,352
91
$2.64M 0.3%
22,636
-805
92
$2.64M 0.3%
12,473
-920
93
$2.61M 0.3%
20,312
-1,236
94
$2.51M 0.29%
18,473
-29
95
$2.5M 0.28%
48,180
+440
96
$2.4M 0.27%
15,001
-2,121
97
$2.39M 0.27%
21,450
-234
98
$2.36M 0.27%
44,040
-3,025
99
$2.35M 0.27%
95,618
100
$2.34M 0.27%
41,450
-2,250
2 3
4
5 6