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
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.73M 0.11%
22,573
127
$1.72M 0.11%
20,672
-56
128
$1.72M 0.11%
22,539
-3,652
129
$1.65M 0.11%
19,728
130
$1.61M 0.1%
32,908
-48,099
131
$1.6M 0.1%
3,663
+127
132
$1.6M 0.1%
22,005
-3,905
133
$1.54M 0.1%
13,319
-60
134
$1.5M 0.1%
40,336
-6
135
$1.45M 0.09%
18,448
-4,710
136
$1.43M 0.09%
16,385
-430
137
$1.41M 0.09%
14,800
+18
138
$1.38M 0.09%
6,594
+216
139
$1.35M 0.09%
3
140
$1.33M 0.09%
4,530
141
$1.31M 0.09%
16,021
-525
142
$1.31M 0.09%
8,108
-227
143
$1.31M 0.09%
21,917
-26,798
144
$1.29M 0.08%
9,054
-100
145
$1.29M 0.08%
2,004
146
$1.29M 0.08%
11,200
147
$1.28M 0.08%
3,803
-568
148
$1.25M 0.08%
22,484
149
$1.23M 0.08%
+13,179
150
$1.23M 0.08%
23,153
-160
4 5
6
7 8