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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.59M 0.11%
17,809
+791
127
$1.55M 0.11%
9,700
-400
128
$1.55M 0.11%
2,614
+2,383
129
$1.47M 0.1%
17,000
130
$1.44M 0.1%
74,821
+2,629
131
$1.43M 0.1%
72,213
+2,548
132
$1.42M 0.1%
25,179
+1,000
133
$1.41M 0.1%
6,362
134
$1.37M 0.09%
6,672
135
$1.37M 0.09%
18,997
136
$1.36M 0.09%
6,007
-699
137
$1.32M 0.09%
4,601
+34
138
$1.28M 0.09%
5,647
-1,017
139
$1.26M 0.09%
12,935
140
$1.25M 0.09%
18,003
+863
141
$1.22M 0.08%
11,904
142
$1.2M 0.08%
2,056
+20
143
$1.2M 0.08%
9,984
-509
144
$1.2M 0.08%
3,301
-1,201
145
$1.18M 0.08%
24,910
146
$1.15M 0.08%
60,904
+5,100
147
$1.11M 0.08%
8,971
-75
148
$1.1M 0.08%
3,121
-225
149
$1.1M 0.08%
6,690
150
$1.1M 0.08%
5,743
4 5
6
7 8