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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.17%
21,700
-8,650
127
$1.31M 0.17%
11,498
128
$1.31M 0.17%
15,839
-188
129
$1.29M 0.17%
48,726
-650
130
$1.27M 0.17%
19,000
+3,500
131
$1.25M 0.16%
9,502
-5
132
$1.22M 0.16%
5
133
$1.21M 0.16%
10,290
+735
134
$1.18M 0.15%
13,484
135
$1.16M 0.15%
10,483
-129
136
$1.16M 0.15%
29,621
+2,382
137
$1.12M 0.15%
21,060
+8,150
138
$1.12M 0.15%
134,215
+2,520
139
$1.1M 0.14%
32,600
140
$1.1M 0.14%
10,783
+334
141
$1.07M 0.14%
9,700
-1,695
142
$1.05M 0.14%
19,348
-93
143
$1.05M 0.14%
12,807
-86
144
$1.01M 0.13%
8,802
-266
145
$1M 0.13%
13,380
146
$1M 0.13%
10,466
147
$975K 0.13%
13,750
-84
148
$967K 0.13%
21,541
-657
149
$966K 0.13%
4,300
150
$948K 0.12%
7,032
4 5
6
7 8