BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.52M 0.17%
9,006
+1,044
102
$2.47M 0.16%
28,312
+1,917
103
$2.46M 0.16%
35,673
-2,175
104
$2.36M 0.16%
107,789
+24,916
105
$2.36M 0.16%
10,434
+6,674
106
$2.35M 0.16%
54,331
-1,570
107
$2.31M 0.15%
13,392
+5,990
108
$2.29M 0.15%
3,854
-1
109
$2.26M 0.15%
15,503
+2,590
110
$2.22M 0.15%
28,663
-12,659
111
$2.21M 0.15%
21,006
-200
112
$2.19M 0.15%
31,729
+567
113
$2.19M 0.15%
3
114
$2.17M 0.14%
8,473
-2,000
115
$2.06M 0.14%
30,500
+460
116
$1.98M 0.13%
10,884
-100
117
$1.98M 0.13%
99,546
+19,563
118
$1.97M 0.13%
29,285
-185
119
$1.95M 0.13%
19,987
-125
120
$1.94M 0.13%
38,295
+789
121
$1.93M 0.13%
94,104
+17,346
122
$1.92M 0.13%
6,168
+363
123
$1.91M 0.13%
17,240
124
$1.9M 0.13%
38,127
+3,930
125
$1.9M 0.13%
125,000
3 4
5
6 7