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
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.11%
12,988
127
$1.39M 0.11%
27,447
-106,096
128
$1.37M 0.11%
40,861
-4,320
129
$1.36M 0.1%
6,535
-12
130
$1.36M 0.1%
6,160
-125
131
$1.33M 0.1%
17,240
-300
132
$1.32M 0.1%
13,542
133
$1.32M 0.1%
13,085
-1,803
134
$1.32M 0.1%
7,026
-15
135
$1.3M 0.1%
15,595
+1,153
136
$1.29M 0.1%
15,361
-658
137
$1.26M 0.1%
31,047
-1,628
138
$1.21M 0.09%
3,914
-461
139
$1.19M 0.09%
7,971
+101
140
$1.18M 0.09%
19,000
141
$1.14M 0.09%
2,731
-1,537
142
$1.12M 0.09%
21,447
-600
143
$1.11M 0.09%
23,869
+369
144
$1.11M 0.09%
57,188
+3,019
145
$1.1M 0.08%
17,410
-242
146
$1.1M 0.08%
10,100
-700
147
$1.09M 0.08%
7,905
-500
148
$1.07M 0.08%
4,402
+52
149
$1.04M 0.08%
4,629
150
$1.02M 0.08%
5,704
-1,792
4 5
6
7 8