BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.34M 0.29%
10,618
-75
77
$4.31M 0.29%
55,546
+25,403
78
$4.19M 0.28%
13,130
-70
79
$4.1M 0.27%
6,607
+37
80
$4.05M 0.27%
17,697
+35
81
$4.03M 0.27%
180,163
+47,668
82
$3.97M 0.26%
50,120
-365
83
$3.96M 0.26%
25,753
-79
84
$3.83M 0.25%
65,137
-5,146
85
$3.68M 0.24%
34,122
+435
86
$3.57M 0.24%
4,835
+907
87
$3.4M 0.23%
65,701
-1,350
88
$3.36M 0.22%
30,585
-150
89
$3.33M 0.22%
53,674
-910
90
$3.26M 0.22%
64,313
-10,600
91
$3.22M 0.21%
45,527
-470
92
$3.18M 0.21%
14,532
+115
93
$3.02M 0.2%
27,399
94
$2.95M 0.2%
10,350
95
$2.85M 0.19%
11,521
-50
96
$2.83M 0.19%
49,662
+1,893
97
$2.75M 0.18%
17,275
-200
98
$2.75M 0.18%
5,357
+908
99
$2.66M 0.18%
22,156
-114
100
$2.54M 0.17%
9,112
+1,056
2 3
4
5 6