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
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.7M 0.18%
31,586
102
$2.67M 0.17%
13,227
103
$2.67M 0.17%
4,956
+311
104
$2.6M 0.17%
12,506
105
$2.6M 0.17%
9,401
+125
106
$2.57M 0.17%
11,679
-17
107
$2.56M 0.17%
14,562
+1,327
108
$2.43M 0.16%
41,614
-19,521
109
$2.4M 0.16%
6,487
+1,701
110
$2.4M 0.16%
15,906
-9,662
111
$2.32M 0.15%
10,479
+1,220
112
$2.24M 0.15%
24,180
+12,534
113
$2.22M 0.14%
36,334
-450
114
$2.15M 0.14%
19,000
115
$2.12M 0.14%
24,762
+591
116
$2.1M 0.14%
9,335
+51
117
$2.03M 0.13%
18,129
-6
118
$1.96M 0.13%
4,725
+200
119
$1.93M 0.13%
22,162
-623
120
$1.91M 0.12%
3,796
+577
121
$1.87M 0.12%
9,928
-350
122
$1.86M 0.12%
45,181
-6,034
123
$1.83M 0.12%
8,210
-127
124
$1.74M 0.11%
27,927
+275
125
$1.74M 0.11%
10,613
3 4
5
6 7