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
$804M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.69M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$782K

Top Sells

1
+$8M
2
+$2.32M
3
+$1.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 17.54%
2 Technology 15.22%
3 Industrials 10.97%
4 Consumer Staples 9.14%
5 Financials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.16%
8,891
-334
127
$1.24M 0.15%
29,685
-257
128
$1.24M 0.15%
13,580
129
$1.22M 0.15%
13,700
-50
130
$1.2M 0.15%
18,145
-80
131
$1.18M 0.15%
8,980
-5,806
132
$1.16M 0.14%
20,538
133
$1.15M 0.14%
8,581
+1,549
134
$1.14M 0.14%
9,815
-100
135
$1.1M 0.14%
14,807
-408
136
$1.06M 0.13%
37,410
-3,655
137
$1.03M 0.13%
4,500
138
$1.01M 0.13%
7,617
-393
139
$1M 0.12%
26,000
140
$948K 0.12%
16,273
-1,181
141
$935K 0.12%
8,141
-5,150
142
$918K 0.11%
3
143
$880K 0.11%
9,166
144
$877K 0.11%
10,638
-1,930
145
$857K 0.11%
5,100
146
$857K 0.11%
4,813
+843
147
$819K 0.1%
13,130
148
$812K 0.1%
23,120
+6,300
149
$799K 0.1%
6,673
150
$791K 0.1%
18,500
4 5
6
7 8