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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.32M 0.26%
47,740
+400
102
$2.32M 0.26%
24,563
-1,755
103
$2.31M 0.26%
21,521
-9
104
$2.3M 0.26%
76,997
+3,575
105
$2.3M 0.26%
25,443
-115
106
$2.27M 0.26%
11,846
+1,038
107
$2.24M 0.25%
12,000
108
$2.19M 0.25%
74,095
+1,836
109
$2.13M 0.24%
49,121
+3,785
110
$2.1M 0.24%
14,670
+2,455
111
$2.08M 0.24%
18,061
+7,481
112
$2.08M 0.24%
22,584
+1,225
113
$2.03M 0.23%
50,465
-125
114
$1.97M 0.22%
14,911
-8
115
$1.93M 0.22%
14,935
+5,499
116
$1.91M 0.22%
12,898
-40
117
$1.89M 0.21%
24,450
-1,495
118
$1.88M 0.21%
51,145
+18,350
119
$1.79M 0.2%
24,510
-437
120
$1.72M 0.2%
12,669
+681
121
$1.69M 0.19%
41,660
+320
122
$1.57M 0.18%
11,052
+425
123
$1.55M 0.18%
43,310
+2,685
124
$1.54M 0.17%
13,250
125
$1.53M 0.17%
29,611
3 4
5
6 7