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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.11%
19,436
-162
127
$1.46M 0.1%
40,561
128
$1.45M 0.1%
91,651
-5,930
129
$1.36M 0.1%
10,100
130
$1.34M 0.1%
6,362
-25
131
$1.31M 0.09%
24,179
-2,354
132
$1.31M 0.09%
14,775
+179
133
$1.29M 0.09%
39,283
-322
134
$1.27M 0.09%
21,148
-149
135
$1.26M 0.09%
17,240
136
$1.26M 0.09%
3,628
-425
137
$1.25M 0.09%
12,935
-150
138
$1.25M 0.09%
4,602
139
$1.24M 0.09%
6,056
-60
140
$1.2M 0.09%
58,954
+1,842
141
$1.19M 0.09%
6,000
142
$1.17M 0.08%
9,185
143
$1.16M 0.08%
20,018
-176
144
$1.13M 0.08%
22,636
-4,553
145
$1.08M 0.08%
11,356
146
$1.07M 0.08%
9,471
147
$1.05M 0.08%
12,246
148
$1.05M 0.08%
5,632
149
$1.05M 0.08%
11,465
-1,777
150
$1.04M 0.07%
4,629
4 5
6
7 8