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
$804M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.69M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$782K

Top Sells

1
+$8M
2
+$2.32M
3
+$1.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 17.54%
2 Technology 15.22%
3 Industrials 10.97%
4 Consumer Staples 9.14%
5 Financials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.24%
46,840
-4,710
102
$1.92M 0.24%
36,910
-7,494
103
$1.91M 0.24%
28,686
+1,810
104
$1.87M 0.23%
26,991
105
$1.87M 0.23%
19,094
+1,700
106
$1.84M 0.23%
19,291
-50
107
$1.79M 0.22%
44,623
+1,141
108
$1.76M 0.22%
81,472
-1,083
109
$1.75M 0.22%
13,560
-1,133
110
$1.71M 0.21%
17,081
-4,364
111
$1.7M 0.21%
51,125
+2,740
112
$1.66M 0.21%
13,117
-611
113
$1.66M 0.21%
44,681
-1,266
114
$1.56M 0.19%
11,020
-3,385
115
$1.48M 0.18%
17,701
-318
116
$1.47M 0.18%
21,904
-882
117
$1.44M 0.18%
38,728
-8,074
118
$1.4M 0.17%
39,630
+2,125
119
$1.39M 0.17%
4,749
+550
120
$1.35M 0.17%
25,235
121
$1.32M 0.16%
13,250
122
$1.31M 0.16%
36,369
-33,613
123
$1.31M 0.16%
15,218
+49
124
$1.3M 0.16%
11,410
+230
125
$1.28M 0.16%
22,568
-3,230
3 4
5
6 7