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
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.09M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$704K

Top Sells

1
+$995K
2
+$985K
3
+$827K
4
GE icon
GE Aerospace
GE
+$822K
5
GILD icon
Gilead Sciences
GILD
+$738K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.18%
13,250
127
$1.5M 0.18%
11,588
+90
128
$1.49M 0.18%
32,795
+24,070
129
$1.42M 0.17%
4,500
130
$1.41M 0.17%
40,625
+20,250
131
$1.4M 0.17%
16,846
-193
132
$1.4M 0.17%
22,870
133
$1.35M 0.16%
29,813
-25
134
$1.34M 0.16%
17,160
+4,647
135
$1.27M 0.15%
5
136
$1.26M 0.15%
5,172
-880
137
$1.21M 0.14%
13,280
-100
138
$1.21M 0.14%
43,550
139
$1.2M 0.14%
14,039
+555
140
$1.2M 0.14%
48,726
141
$1.2M 0.14%
26,162
-1,903
142
$1.18M 0.14%
10,580
-246
143
$1.17M 0.14%
9,436
+584
144
$1.15M 0.14%
8,148
-25
145
$1.04M 0.12%
19,910
-1,100
146
$1.01M 0.12%
13,750
147
$992K 0.12%
18,648
148
$991K 0.12%
7,032
149
$986K 0.12%
18,606
+2,548
150
$943K 0.11%
10,166
+100
4 5
6
7 8