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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.92M 0.19%
16,045
-150
102
$1.92M 0.19%
48,839
103
$1.91M 0.19%
6,295
-185
104
$1.89M 0.18%
34,228
-7,791
105
$1.8M 0.18%
35,561
-1,350
106
$1.79M 0.17%
79,760
-22,977
107
$1.76M 0.17%
14,361
-3,489
108
$1.75M 0.17%
76,772
-13,493
109
$1.74M 0.17%
5,605
-165
110
$1.7M 0.17%
14,704
-536
111
$1.68M 0.16%
4,663
-15
112
$1.64M 0.16%
13,110
113
$1.6M 0.16%
18,325
114
$1.6M 0.16%
9,726
115
$1.58M 0.15%
11,752
-894
116
$1.56M 0.15%
11,160
+35
117
$1.55M 0.15%
16,318
118
$1.54M 0.15%
34,962
-561
119
$1.54M 0.15%
10,884
-110
120
$1.51M 0.15%
7,626
+764
121
$1.47M 0.14%
23,731
122
$1.4M 0.14%
27,066
-250
123
$1.37M 0.13%
23,995
-1,125
124
$1.31M 0.13%
25,055
+983
125
$1.29M 0.13%
9,049
+8
3 4
5
6 7