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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.42M 0.16%
14,089
+275
127
$1.37M 0.16%
14,273
-4,715
128
$1.37M 0.16%
20,925
-1,875
129
$1.36M 0.15%
14,888
+1,626
130
$1.34M 0.15%
19,300
-50
131
$1.32M 0.15%
17,201
-652
132
$1.32M 0.15%
35,095
+775
133
$1.25M 0.14%
11,328
134
$1.23M 0.14%
10,548
-2,025
135
$1.2M 0.14%
4
136
$1.19M 0.14%
15,742
+2,301
137
$1.19M 0.14%
27,385
-4,380
138
$1.16M 0.13%
13,580
+300
139
$1.16M 0.13%
13,750
140
$1.14M 0.13%
7,423
-125
141
$1.14M 0.13%
4,500
142
$1.12M 0.13%
17,579
-25
143
$1.09M 0.12%
39,900
-1,625
144
$1.07M 0.12%
7,032
145
$973K 0.11%
4,230
-26
146
$972K 0.11%
5,100
147
$910K 0.1%
3,770
+910
148
$899K 0.1%
19,675
-125
149
$893K 0.1%
42,626
+5,080
150
$875K 0.1%
14,043
-66
4 5
6
7 8