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
$804M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.69M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$782K

Top Sells

1
+$8M
2
+$2.32M
3
+$1.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 17.54%
2 Technology 15.22%
3 Industrials 10.97%
4 Consumer Staples 9.14%
5 Financials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.96M 0.37%
33,957
+650
77
$2.91M 0.36%
22,819
+842
78
$2.79M 0.35%
81,797
-459
79
$2.76M 0.34%
17,227
-1,763
80
$2.74M 0.34%
25,007
-2,718
81
$2.71M 0.34%
18,138
-10
82
$2.63M 0.33%
19,593
+69
83
$2.58M 0.32%
49,300
+660
84
$2.57M 0.32%
43,111
-6,786
85
$2.52M 0.31%
115,125
-39,171
86
$2.4M 0.3%
16,121
-125
87
$2.36M 0.29%
33,611
-5,365
88
$2.36M 0.29%
49,965
-460
89
$2.35M 0.29%
32,739
-3,267
90
$2.31M 0.29%
63,095
-25,383
91
$2.31M 0.29%
76,537
+580
92
$2.23M 0.28%
20,566
-767
93
$2.23M 0.28%
144,946
-51,402
94
$2.2M 0.27%
13,622
+15
95
$2.18M 0.27%
94,738
-880
96
$2.15M 0.27%
41,392
-700
97
$2.15M 0.27%
19,897
+71
98
$2.1M 0.26%
27,267
-2,305
99
$2.08M 0.26%
10,661
+46
100
$2.03M 0.25%
44,970
-775
2 3
4
5 6