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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.29M 0.11%
45,181
127
$1.27M 0.11%
34,870
-8,838
128
$1.27M 0.11%
+50,116
129
$1.27M 0.11%
4,144
+175
130
$1.23M 0.11%
19,980
-250
131
$1.22M 0.11%
3
132
$1.22M 0.11%
27,437
-10,164
133
$1.2M 0.11%
16,392
-301
134
$1.19M 0.11%
18,124
-140
135
$1.18M 0.1%
15,485
136
$1.17M 0.1%
96,680
+18,650
137
$1.17M 0.1%
40,319
+175
138
$1.15M 0.1%
14,290
+1,276
139
$1.14M 0.1%
19,728
140
$1.13M 0.1%
4,375
-100
141
$1.11M 0.1%
13,342
-436
142
$1.09M 0.1%
6,547
-7
143
$1.08M 0.1%
15,697
-181
144
$1.07M 0.1%
13,386
-321
145
$1.04M 0.09%
5,535
+265
146
$1.03M 0.09%
61,731
-484
147
$1.01M 0.09%
19,000
148
$956K 0.09%
22,092
+249
149
$946K 0.08%
8,405
150
$942K 0.08%
23,650
+444
4 5
6
7 8