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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.49M 0.17%
25,507
127
$1.46M 0.17%
20,741
-150
128
$1.46M 0.17%
12,523
+4,100
129
$1.44M 0.16%
4,493
-7
130
$1.4M 0.16%
28,559
+2,397
131
$1.38M 0.16%
29,520
-550
132
$1.37M 0.16%
48,726
133
$1.34M 0.15%
11,418
-170
134
$1.28M 0.15%
17,781
+621
135
$1.27M 0.14%
43,550
136
$1.27M 0.14%
15,276
-1,570
137
$1.25M 0.14%
13,214
+3,960
138
$1.25M 0.14%
21,142
+2,536
139
$1.23M 0.14%
8,148
140
$1.22M 0.14%
18,960
-3,910
141
$1.18M 0.13%
13,280
142
$1.18M 0.13%
24,163
-5,650
143
$1.17M 0.13%
21,271
-8,021
144
$1.15M 0.13%
19,450
-460
145
$1.1M 0.12%
18,164
-484
146
$1.1M 0.12%
4
-1
147
$1.08M 0.12%
13,939
-100
148
$1.08M 0.12%
13,750
149
$1.04M 0.12%
7,032
150
$913K 0.1%
5,100
4 5
6
7 8