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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.19M 0.29%
11,342
77
$4.08M 0.28%
5,282
78
$4M 0.27%
180,267
+79,423
79
$3.85M 0.26%
44,804
+280
80
$3.78M 0.26%
30,735
-325
81
$3.77M 0.26%
161,452
+8,903
82
$3.76M 0.26%
64,589
-12,386
83
$3.61M 0.25%
22,248
+20
84
$3.55M 0.24%
17,607
-15
85
$3.43M 0.24%
45,868
-3,896
86
$3.38M 0.23%
11,400
-30
87
$3.38M 0.23%
54,206
+160
88
$3.36M 0.23%
26,635
+418
89
$3.34M 0.23%
31,034
-246
90
$3M 0.21%
11,820
-165
91
$2.9M 0.2%
46,567
-204
92
$2.89M 0.2%
10,711
+18
93
$2.77M 0.19%
73,874
-1,199
94
$2.76M 0.19%
69,057
-12,432
95
$2.74M 0.19%
26,964
+900
96
$2.69M 0.18%
17,475
97
$2.65M 0.18%
35,000
-2,000
98
$2.61M 0.18%
5,158
-33
99
$2.54M 0.17%
24,563
100
$2.46M 0.17%
10,480
2 3
4
5 6