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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.97M 0.17%
67,130
-2,465
102
$1.95M 0.17%
27,441
-211
103
$1.91M 0.17%
5,502
-689
104
$1.9M 0.17%
13,152
105
$1.87M 0.17%
18,129
106
$1.84M 0.16%
40,266
-5,363
107
$1.81M 0.16%
3,591
-107
108
$1.79M 0.16%
12,081
-114
109
$1.77M 0.16%
27,593
+2,797
110
$1.75M 0.16%
12,942
111
$1.71M 0.15%
10,479
112
$1.69M 0.15%
18,250
-3,230
113
$1.69M 0.15%
+68,097
114
$1.65M 0.15%
20,834
-19,010
115
$1.65M 0.15%
+68,905
116
$1.51M 0.13%
108,086
-15,226
117
$1.46M 0.13%
36,604
-16,380
118
$1.44M 0.13%
4,396
-238
119
$1.39M 0.12%
15,450
120
$1.39M 0.12%
24,688
-453
121
$1.38M 0.12%
7,761
+6,131
122
$1.37M 0.12%
22,821
+3,756
123
$1.36M 0.12%
21,130
-24
124
$1.35M 0.12%
8,160
125
$1.33M 0.12%
21,763
+1
3 4
5
6 7