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
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.27M 0.17%
104,256
+3,610
102
$2.23M 0.17%
12,861
-91
103
$2.22M 0.17%
27,444
-290
104
$2.2M 0.17%
43,336
-3,692
105
$2.19M 0.17%
18,416
-810
106
$2.16M 0.17%
14,616
-952
107
$2.13M 0.16%
10,507
-430
108
$2.1M 0.16%
38,638
-3,815
109
$2.1M 0.16%
37,465
+577
110
$2.09M 0.16%
49,490
-23,720
111
$2.03M 0.16%
85,309
+548
112
$1.98M 0.15%
24,762
+1,824
113
$1.88M 0.14%
8,480
+78
114
$1.88M 0.14%
4,315
115
$1.85M 0.14%
21,767
+454
116
$1.83M 0.14%
28,637
117
$1.74M 0.13%
19,800
+2,722
118
$1.74M 0.13%
3,627
+166
119
$1.61M 0.12%
19,848
-857
120
$1.55M 0.12%
3
121
$1.54M 0.12%
21,909
+2,181
122
$1.54M 0.12%
22,004
123
$1.53M 0.12%
29,589
124
$1.52M 0.12%
45,486
-16,936
125
$1.4M 0.11%
39,966
-57
3 4
5
6 7