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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.18M 0.31%
18,123
77
$3.05M 0.3%
93,218
-4
78
$2.99M 0.29%
7,379
+276
79
$2.98M 0.29%
62,518
-674
80
$2.97M 0.29%
38,605
-43,398
81
$2.97M 0.29%
66,424
-2,269
82
$2.9M 0.28%
15,827
83
$2.82M 0.27%
90,915
-3,451
84
$2.8M 0.27%
386,916
+150,468
85
$2.8M 0.27%
25,103
-1,484
86
$2.79M 0.27%
71,797
+30,989
87
$2.78M 0.27%
23,702
+620
88
$2.74M 0.27%
39,065
-1,650
89
$2.52M 0.25%
10,699
-225
90
$2.5M 0.24%
21,111
+4,227
91
$2.5M 0.24%
44,170
-67,070
92
$2.48M 0.24%
42,104
-700
93
$2.46M 0.24%
33,611
94
$2.39M 0.23%
48,583
-20,836
95
$2.38M 0.23%
46,645
-155
96
$2.19M 0.21%
12,502
-130
97
$2.14M 0.21%
34,768
+20,577
98
$1.98M 0.19%
55,760
+85
99
$1.96M 0.19%
21,490
100
$1.93M 0.19%
33,716
+2,981
2 3
4
5 6