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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.03M 0.26%
18,753
102
$2.01M 0.26%
24,320
+1,285
103
$1.9M 0.25%
25,633
-225
104
$1.9M 0.25%
19,787
-226
105
$1.89M 0.25%
27,399
+238
106
$1.86M 0.24%
51,035
-7,517
107
$1.86M 0.24%
76,737
+145
108
$1.82M 0.24%
101,760
-12,800
109
$1.78M 0.23%
29,520
+679
110
$1.78M 0.23%
32,380
-600
111
$1.76M 0.23%
25,480
112
$1.76M 0.23%
39,770
-6,716
113
$1.75M 0.23%
19,659
+300
114
$1.68M 0.22%
48,680
+400
115
$1.67M 0.22%
36,380
+7,800
116
$1.59M 0.21%
12,953
-200
117
$1.58M 0.2%
21,835
-4,900
118
$1.56M 0.2%
39,400
+2,060
119
$1.55M 0.2%
13,250
120
$1.52M 0.2%
14,675
121
$1.48M 0.19%
51,645
-350
122
$1.43M 0.19%
8,878
+667
123
$1.39M 0.18%
12,096
-2,550
124
$1.37M 0.18%
6,542
+1,140
125
$1.36M 0.18%
30,365
-517
3 4
5
6 7