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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.81M 0.13%
18,495
127
$1.78M 0.13%
37,410
-100
128
$1.76M 0.13%
51,215
-600
129
$1.73M 0.12%
15,301
-982
130
$1.73M 0.12%
23,326
+948
131
$1.67M 0.12%
40,902
132
$1.67M 0.12%
19,000
133
$1.64M 0.12%
20,728
134
$1.6M 0.11%
11,912
-375
135
$1.58M 0.11%
17,344
-350
136
$1.55M 0.11%
9,550
137
$1.52M 0.11%
4,371
+54
138
$1.51M 0.11%
22,573
-100
139
$1.45M 0.1%
22,843
140
$1.44M 0.1%
19,728
141
$1.41M 0.1%
4,530
142
$1.4M 0.1%
6,393
-96
143
$1.36M 0.1%
13,379
-354
144
$1.35M 0.1%
3,422
+563
145
$1.33M 0.1%
4,525
+208
146
$1.29M 0.09%
8,939
+422
147
$1.29M 0.09%
23,693
-28
148
$1.29M 0.09%
17,869
-3,453
149
$1.28M 0.09%
10,300
+510
150
$1.26M 0.09%
3
4 5
6
7 8