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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.21M 0.12%
13,555
127
$1.2M 0.12%
8,401
+950
128
$1.17M 0.11%
13,800
-2,825
129
$1.13M 0.11%
74,644
+17,353
130
$1.13M 0.11%
28,869
-359
131
$1.12M 0.11%
43,402
-7,025
132
$1.12M 0.11%
20,832
+6,940
133
$1.11M 0.11%
23,000
134
$1.1M 0.11%
8,223
135
$1.09M 0.11%
18,498
136
$1.09M 0.11%
21,056
137
$1.06M 0.1%
13,555
-600
138
$1.06M 0.1%
30,280
139
$1.02M 0.1%
5,835
-510
140
$997K 0.1%
12,570
-3,415
141
$965K 0.09%
4,492
142
$956K 0.09%
6,614
-275
143
$937K 0.09%
4,530
-280
144
$918K 0.09%
16,207
145
$913K 0.09%
4,022
+690
146
$871K 0.08%
+2,510
147
$869K 0.08%
5,300
-2,080
148
$829K 0.08%
4,500
149
$817K 0.08%
5,325
150
$802K 0.08%
3
4 5
6
7 8