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
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.31M 0.33%
18,121
77
$4.3M 0.33%
15,800
-25
78
$4.19M 0.32%
80,043
-5,284
79
$3.8M 0.29%
69,356
-4,200
80
$3.72M 0.29%
74,609
-7,774
81
$3.71M 0.29%
53,534
-4,649
82
$3.69M 0.28%
26,163
+2,841
83
$3.63M 0.28%
22,046
+433
84
$3.42M 0.26%
72,406
-421
85
$3.3M 0.25%
21,690
+200
86
$3.27M 0.25%
56,067
-1,096
87
$3.12M 0.24%
69,759
-10,945
88
$3.12M 0.24%
41,501
-1,252
89
$3.11M 0.24%
24,132
-2,535
90
$3.09M 0.24%
320,170
+4,021
91
$3.05M 0.23%
82,840
-6,816
92
$2.96M 0.23%
49,293
93
$2.95M 0.23%
27,070
+628
94
$2.9M 0.22%
11,160
95
$2.85M 0.22%
33,311
96
$2.83M 0.22%
16,045
97
$2.79M 0.21%
7,408
+393
98
$2.69M 0.21%
+38,742
99
$2.69M 0.21%
76,950
100
$2.58M 0.2%
56,215
-195
2 3
4
5 6