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
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.62M 0.12%
13,525
127
$1.62M 0.12%
9,599
-116
128
$1.59M 0.12%
9,047
129
$1.58M 0.12%
10,300
130
$1.57M 0.12%
16,915
-6,445
131
$1.54M 0.12%
37,510
-8,424
132
$1.51M 0.12%
3,460
+270
133
$1.49M 0.11%
41,496
134
$1.45M 0.11%
22,425
-2,500
135
$1.44M 0.11%
23,292
-1,168
136
$1.42M 0.11%
20,728
-104
137
$1.38M 0.11%
6,489
138
$1.38M 0.11%
19,254
-9,567
139
$1.3M 0.1%
21,000
-2,000
140
$1.3M 0.1%
9,654
-1,230
141
$1.3M 0.1%
4,530
142
$1.29M 0.1%
7,591
-324
143
$1.26M 0.1%
19,728
144
$1.25M 0.1%
21,362
+978
145
$1.21M 0.09%
23,140
-722
146
$1.21M 0.09%
10,021
-2,411
147
$1.18M 0.09%
+5,920
148
$1.15M 0.09%
24,187
-2,814
149
$1.14M 0.09%
13,413
+137
150
$1.13M 0.09%
4,132
-10
4 5
6
7 8