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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.48M 0.27%
43,700
+1,110
102
$2.42M 0.27%
21,684
+163
103
$2.41M 0.26%
32,021
-480
104
$2.23M 0.24%
49,713
+592
105
$2.17M 0.24%
74,066
-29
106
$2.17M 0.24%
14,823
-88
107
$2.12M 0.23%
15,424
+489
108
$2.09M 0.23%
13,720
-950
109
$2.09M 0.23%
12,550
-348
110
$2.07M 0.23%
11,925
-75
111
$2.06M 0.23%
14,060
+3,008
112
$2.05M 0.23%
20,525
-2,059
113
$2.04M 0.22%
16,627
-1,434
114
$2.04M 0.22%
20,514
-4,929
115
$1.97M 0.22%
24,510
116
$1.91M 0.21%
47,065
-3,400
117
$1.82M 0.2%
18,988
-5,575
118
$1.79M 0.2%
13,250
119
$1.79M 0.2%
12,192
-477
120
$1.78M 0.2%
41,697
+37
121
$1.73M 0.19%
27,073
-2,538
122
$1.66M 0.18%
22,800
-1,650
123
$1.63M 0.18%
25,533
+26
124
$1.53M 0.17%
31,765
+2,245
125
$1.52M 0.17%
29,178
+619
3 4
5
6 7