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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.33M 0.16%
14,007
-502
102
$2.33M 0.16%
8,264
-201
103
$2.27M 0.16%
3,939
-15
104
$2.21M 0.15%
21,397
-200
105
$2.2M 0.15%
45,975
-3,116
106
$2.18M 0.15%
27,305
+413
107
$2.15M 0.15%
8,234
-130
108
$2.14M 0.15%
4,405
+42
109
$2.08M 0.14%
41,247
+13,244
110
$2.04M 0.14%
3
111
$2.01M 0.14%
22,771
112
$1.95M 0.13%
89,192
+13,633
113
$1.95M 0.13%
125,000
114
$1.84M 0.13%
20,339
-503
115
$1.82M 0.13%
31,746
-20
116
$1.82M 0.13%
13,478
117
$1.81M 0.12%
30,386
+1,396
118
$1.8M 0.12%
67,845
+1,563
119
$1.78M 0.12%
30,176
-2,115
120
$1.75M 0.12%
6,633
+228
121
$1.7M 0.12%
79,658
+8,782
122
$1.69M 0.12%
+34,006
123
$1.68M 0.12%
+22,156
124
$1.6M 0.11%
12,416
125
$1.59M 0.11%
17,240
3 4
5
6 7