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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.37M 0.17%
4,793
+930
102
$2.33M 0.17%
18,520
-1,201
103
$2.28M 0.16%
3,990
-40
104
$2.27M 0.16%
37,734
-943
105
$2.23M 0.16%
95,781
-165
106
$2.15M 0.15%
25,409
+325
107
$2.05M 0.15%
29,231
-2,538
108
$2.03M 0.15%
15,243
-8,110
109
$2.02M 0.15%
39,609
-2,958
110
$1.92M 0.14%
12,907
+78
111
$1.92M 0.14%
22,771
-1,067
112
$1.9M 0.14%
3
113
$1.9M 0.14%
68,371
-652
114
$1.88M 0.14%
42,607
-331
115
$1.87M 0.13%
21,822
-125
116
$1.87M 0.13%
24,563
117
$1.79M 0.13%
4,881
118
$1.74M 0.13%
76,712
+3,230
119
$1.69M 0.12%
3,983
+70
120
$1.64M 0.12%
32,395
-6,132
121
$1.58M 0.11%
17,000
122
$1.56M 0.11%
21,510
-433
123
$1.54M 0.11%
21,696
-3,208
124
$1.54M 0.11%
17,805
-283
125
$1.53M 0.11%
6,110
3 4
5
6 7