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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.77M 0.3%
60,488
-3,285
77
$4.77M 0.3%
11,296
78
$4.57M 0.29%
10,618
79
$4.57M 0.29%
25,659
-94
80
$4.42M 0.28%
6,609
+2
81
$4.35M 0.28%
13,105
-25
82
$4.06M 0.26%
18,374
+677
83
$4.03M 0.26%
14,335
-197
84
$4.02M 0.26%
35,622
+1,500
85
$3.84M 0.24%
45,788
-4,332
86
$3.84M 0.24%
65,202
+65
87
$3.53M 0.22%
29,985
-600
88
$3.52M 0.22%
53,960
+286
89
$3.31M 0.21%
27,399
90
$3.3M 0.21%
65,466
-235
91
$3.06M 0.2%
51,135
+1,473
92
$3.03M 0.19%
10,865
+431
93
$3.02M 0.19%
24,463
+2,307
94
$3M 0.19%
11,521
95
$2.99M 0.19%
3,247
+733
96
$2.98M 0.19%
17,803
+2,300
97
$2.95M 0.19%
44,489
-1,038
98
$2.92M 0.19%
57,639
-6,674
99
$2.88M 0.18%
9,340
-1,010
100
$2.87M 0.18%
39,028
+3,004
2 3
4
5 6