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
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.09M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$704K

Top Sells

1
+$995K
2
+$985K
3
+$827K
4
GE icon
GE Aerospace
GE
+$822K
5
GILD icon
Gilead Sciences
GILD
+$738K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.26%
21,530
-163
102
$2.2M 0.26%
47,340
+5,020
103
$2.19M 0.26%
44,031
-3,625
104
$2.18M 0.26%
101,710
-1,550
105
$2.15M 0.25%
25,558
106
$2.08M 0.25%
21,359
+925
107
$2.07M 0.24%
12,000
-2,450
108
$2.06M 0.24%
72,259
+220
109
$2.06M 0.24%
10,808
+2,028
110
$2.06M 0.24%
52,855
+3,775
111
$2.03M 0.24%
25,945
+500
112
$1.94M 0.23%
50,590
-425
113
$1.92M 0.23%
24,947
-437
114
$1.87M 0.22%
45,336
-4,394
115
$1.85M 0.22%
12,938
116
$1.79M 0.21%
14,919
+147
117
$1.78M 0.21%
41,340
+1,920
118
$1.66M 0.2%
25,507
+27
119
$1.65M 0.2%
12,215
+1,150
120
$1.64M 0.19%
29,611
-462
121
$1.62M 0.19%
29,292
+10
122
$1.57M 0.19%
30,070
-475
123
$1.56M 0.19%
20,891
+1,891
124
$1.54M 0.18%
10,627
+1,125
125
$1.53M 0.18%
11,988
+1,046
3 4
5
6 7