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
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.49M 0.19%
40,091
-1,368
102
$2.46M 0.19%
12,072
-50
103
$2.39M 0.18%
10,197
+4,975
104
$2.37M 0.18%
10,301
105
$2.37M 0.18%
40,470
-6,256
106
$2.34M 0.18%
6,244
+298
107
$2.26M 0.17%
27,282
-6,711
108
$1.98M 0.15%
13,419
-813
109
$1.96M 0.15%
12,506
-404
110
$1.96M 0.15%
18,495
111
$1.96M 0.15%
13,480
112
$1.93M 0.15%
33,070
-4,390
113
$1.9M 0.15%
28,821
-2,700
114
$1.89M 0.15%
15,663
-462
115
$1.89M 0.15%
45,804
-7,895
116
$1.81M 0.14%
11,424
-515
117
$1.79M 0.14%
35,817
-720
118
$1.75M 0.13%
52,101
-21,697
119
$1.73M 0.13%
18,325
120
$1.71M 0.13%
23,495
-11,193
121
$1.69M 0.13%
26,103
-3,527
122
$1.68M 0.13%
7,735
+520
123
$1.67M 0.13%
22,874
-271
124
$1.65M 0.13%
4,581
-56
125
$1.63M 0.13%
8,334
-94
3 4
5
6 7