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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.24M 0.3%
23,570
-40
77
$4.05M 0.29%
45,680
-5,025
78
$3.98M 0.28%
70,817
-86
79
$3.86M 0.28%
25,820
-2,405
80
$3.83M 0.27%
15,855
-490
81
$3.78M 0.27%
52,814
-50
82
$3.73M 0.27%
73,059
+48,266
83
$3.68M 0.26%
13,851
-1,037
84
$3.62M 0.26%
57,063
-227
85
$3.58M 0.26%
67,584
-730
86
$3.46M 0.25%
64,448
-29,294
87
$3.43M 0.24%
66,595
-3,166
88
$3.39M 0.24%
24,214
-5,346
89
$3.35M 0.24%
11,223
+100
90
$3.35M 0.24%
61,815
-7,500
91
$3.26M 0.23%
60,590
+2,500
92
$3.22M 0.23%
76,950
93
$3.13M 0.22%
37,519
+1,630
94
$3.1M 0.22%
21,690
95
$3M 0.21%
10,278
+198
96
$2.98M 0.21%
45,338
-3,480
97
$2.94M 0.21%
16,974
-75
98
$2.93M 0.21%
6,821
+72
99
$2.92M 0.21%
7,388
-40
100
$2.85M 0.2%
72,653
-11,136
2 3
4
5 6