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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.17%
23,591
+2,850
127
$1.49M 0.16%
12,573
+50
128
$1.41M 0.15%
13,814
+600
129
$1.37M 0.15%
11,328
-90
130
$1.34M 0.15%
22,134
+992
131
$1.3M 0.14%
34,320
-8,990
132
$1.29M 0.14%
12,611
+9,191
133
$1.28M 0.14%
7,548
-600
134
$1.26M 0.14%
19,350
-100
135
$1.22M 0.13%
17,853
+8,150
136
$1.19M 0.13%
4
137
$1.19M 0.13%
13,750
138
$1.18M 0.13%
13,280
139
$1.18M 0.13%
13,262
+4,450
140
$1.17M 0.13%
17,604
-560
141
$1.17M 0.13%
17,774
-1,186
142
$1.13M 0.12%
18,553
-2,718
143
$1.11M 0.12%
13,441
-1,835
144
$1.1M 0.12%
14,109
+170
145
$1.07M 0.12%
7,032
146
$1.03M 0.11%
41,525
-2,025
147
$972K 0.11%
4,500
148
$952K 0.1%
5,100
149
$914K 0.1%
24,604
-24,122
150
$905K 0.1%
4,256
-297
4 5
6
7 8