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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.28M 0.26%
81,911
+3,850
102
$2.25M 0.26%
31,039
-982
103
$2.25M 0.26%
60,125
+160
104
$2.18M 0.25%
49,296
-417
105
$2.16M 0.25%
18,557
+5,946
106
$2.09M 0.24%
15,424
107
$2.02M 0.23%
14,933
+110
108
$2M 0.23%
74,201
+135
109
$2M 0.23%
14,600
+540
110
$1.96M 0.22%
12,510
-40
111
$1.92M 0.22%
35,291
+11,700
112
$1.92M 0.22%
18,575
-1,950
113
$1.9M 0.22%
11,170
-755
114
$1.89M 0.22%
15,554
-1,073
115
$1.85M 0.21%
23,358
-1,152
116
$1.83M 0.21%
19,626
-888
117
$1.78M 0.2%
42,647
+950
118
$1.71M 0.2%
12,515
-1,205
119
$1.63M 0.19%
30,141
+963
120
$1.61M 0.18%
13,250
121
$1.56M 0.18%
25,533
122
$1.52M 0.17%
26,000
+6,000
123
$1.49M 0.17%
10,727
-1,465
124
$1.49M 0.17%
26,823
-250
125
$1.44M 0.16%
22,134
3 4
5
6 7