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
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.55M 0.27%
22,297
+2,778
77
$3.38M 0.26%
7,202
78
$3.37M 0.26%
37,780
+1,588
79
$3.26M 0.25%
18,800
-620
80
$3.15M 0.24%
29,351
+2,525
81
$3.15M 0.24%
75,740
+7,176
82
$3.02M 0.23%
33,630
-2,301
83
$2.95M 0.23%
11,787
84
$2.92M 0.22%
11,793
-392
85
$2.92M 0.22%
12,883
86
$2.92M 0.22%
57,611
+1,473
87
$2.89M 0.22%
62,579
+5,253
88
$2.89M 0.22%
47,946
+2,307
89
$2.72M 0.21%
10,309
-837
90
$2.68M 0.21%
108,194
+2,496
91
$2.63M 0.2%
50,335
+1,250
92
$2.63M 0.2%
6,460
+442
93
$2.57M 0.2%
35,294
-636
94
$2.56M 0.2%
69,732
-280
95
$2.51M 0.19%
34,339
-2,000
96
$2.5M 0.19%
13,074
+22
97
$2.44M 0.19%
18,491
-50
98
$2.4M 0.18%
13,762
+720
99
$2.32M 0.18%
24,563
100
$2.31M 0.18%
19,435
-1,495
2 3
4
5 6