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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.79M 0.18%
16,769
-506
102
$2.71M 0.17%
28,471
+159
103
$2.59M 0.16%
9,174
+62
104
$2.54M 0.16%
8,473
105
$2.41M 0.15%
109,866
+2,077
106
$2.4M 0.15%
54,660
+329
107
$2.35M 0.15%
21,006
108
$2.33M 0.15%
31,715
-14
109
$2.29M 0.15%
45,309
+7,014
110
$2.26M 0.14%
3
111
$2.24M 0.14%
6,475
+307
112
$2.12M 0.14%
42,494
+4,367
113
$2.08M 0.13%
26,568
-2,095
114
$2.07M 0.13%
28,976
-309
115
$2.07M 0.13%
20,062
+75
116
$2.05M 0.13%
16,600
-458
117
$2.03M 0.13%
24,832
-78
118
$2.01M 0.13%
9,100
119
$2M 0.13%
3,829
-25
120
$2M 0.13%
100,510
+964
121
$1.98M 0.13%
35,673
122
$1.97M 0.13%
31,555
+1,055
123
$1.96M 0.12%
95,029
+925
124
$1.92M 0.12%
17,240
125
$1.92M 0.12%
25,304
+5,735
3 4
5
6 7