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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.69M 0.27%
31,055
-1,675
77
$3.63M 0.26%
83,676
+5,121
78
$3.6M 0.26%
85,892
-543
79
$3.58M 0.26%
23,414
+407
80
$3.56M 0.26%
39,630
+5,876
81
$3.52M 0.25%
57,914
+1,149
82
$3.47M 0.25%
34,223
+11,722
83
$3.36M 0.24%
28,932
-625
84
$3.33M 0.24%
11,104
-762
85
$3.31M 0.24%
11,442
86
$3.23M 0.23%
12,680
-50
87
$3.17M 0.23%
11,815
-50
88
$3.17M 0.23%
42,045
+10,132
89
$3.15M 0.23%
18,580
-1,300
90
$3.05M 0.22%
60,785
-833
91
$2.9M 0.21%
47,474
-58
92
$2.64M 0.19%
11,580
-2,022
93
$2.59M 0.19%
10,791
-14
94
$2.57M 0.19%
107,505
-2,555
95
$2.51M 0.18%
28,832
+313
96
$2.49M 0.18%
14,051
-449
97
$2.46M 0.18%
9,938
-281
98
$2.41M 0.17%
8,468
-47
99
$2.4M 0.17%
40,888
-1,025
100
$2.39M 0.17%
25,594
-917
2 3
4
5 6