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
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.24M 0.28%
71,713
-858
77
$4.23M 0.28%
55,197
+340
78
$4.13M 0.27%
73,844
-2,112
79
$4.1M 0.27%
13,783
-6
80
$3.99M 0.26%
21,843
+153
81
$3.93M 0.26%
69,410
+1,110
82
$3.93M 0.26%
25,353
+438
83
$3.9M 0.25%
77,425
-1,592
84
$3.87M 0.25%
23,207
-1,007
85
$3.85M 0.25%
38,145
-35
86
$3.63M 0.24%
70,395
-1,242
87
$3.6M 0.23%
18,317
+1,343
88
$3.59M 0.23%
70,356
+4,781
89
$3.38M 0.22%
53,346
+762
90
$3.23M 0.21%
36,418
-2
91
$3.22M 0.21%
18,456
-3,269
92
$3.21M 0.21%
6,741
-260
93
$3.2M 0.21%
+58,210
94
$3.03M 0.2%
47,699
+1,880
95
$2.96M 0.19%
48,232
-8,896
96
$2.94M 0.19%
11,357
+194
97
$2.91M 0.19%
11,802
-210
98
$2.83M 0.18%
32,484
-150
99
$2.76M 0.18%
46,554
-11
100
$2.72M 0.18%
41,086
+182
2 3
4
5 6