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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.68M 0.19%
32,941
-370
102
$2.64M 0.19%
11,812
-100
103
$2.58M 0.18%
36,679
-600
104
$2.55M 0.18%
40,825
+31
105
$2.47M 0.18%
13,430
106
$2.44M 0.17%
38,760
-460
107
$2.34M 0.17%
12,506
108
$2.27M 0.16%
9,294
109
$2.26M 0.16%
13,146
+366
110
$2.25M 0.16%
13,613
-50
111
$2.24M 0.16%
11,696
112
$2.21M 0.16%
22,282
113
$2.19M 0.16%
4,761
+206
114
$2.13M 0.15%
9,276
-25
115
$2.06M 0.15%
29,910
-1,225
116
$2.03M 0.15%
24,449
+161
117
$1.91M 0.14%
8,334
118
$1.88M 0.13%
27,676
+2,224
119
$1.86M 0.13%
9,259
+215
120
$1.85M 0.13%
23,834
-214
121
$1.85M 0.13%
27,652
-200
122
$1.84M 0.13%
25,070
-2,155
123
$1.84M 0.13%
4,070
+180
124
$1.83M 0.13%
+9,406
125
$1.83M 0.13%
7,505
3 4
5
6 7