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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.17M 0.28%
72,399
-879
77
$3.15M 0.28%
19,656
+575
78
$3.03M 0.27%
36,405
-1,425
79
$3.03M 0.27%
21,737
+5,307
80
$2.89M 0.26%
13,783
-50
81
$2.86M 0.25%
57,376
-8,282
82
$2.81M 0.25%
109,024
+148
83
$2.76M 0.25%
7,706
+618
84
$2.73M 0.24%
12,234
85
$2.56M 0.23%
45,707
-53
86
$2.53M 0.22%
11,355
-483
87
$2.45M 0.22%
+48,440
88
$2.44M 0.22%
21,594
-62
89
$2.42M 0.22%
27,724
-2,798
90
$2.34M 0.21%
7,252
-1,999
91
$2.32M 0.21%
18,125
-192
92
$2.26M 0.2%
36,396
93
$2.18M 0.19%
31,086
-410
94
$2.16M 0.19%
39,454
-1,452
95
$2.13M 0.19%
12,564
+178
96
$2.13M 0.19%
11,787
97
$2.12M 0.19%
58,362
-8,756
98
$2.1M 0.19%
47,780
-7,420
99
$2.07M 0.18%
16,154
-1,127
100
$1.99M 0.18%
8,821
-579
2 3
4
5 6