BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.89M 0.13%
12,416
127
$1.84M 0.12%
2,514
-105
128
$1.68M 0.11%
17,058
-613
129
$1.68M 0.11%
9,700
130
$1.67M 0.11%
18,801
+423
131
$1.62M 0.11%
66,647
-695
132
$1.58M 0.1%
68,497
+4,304
133
$1.56M 0.1%
12,935
134
$1.56M 0.1%
8,516
+1,420
135
$1.52M 0.1%
16,570
136
$1.51M 0.1%
5,059
+479
137
$1.51M 0.1%
9,100
+975
138
$1.5M 0.1%
10,802
+1,793
139
$1.48M 0.1%
+19,569
140
$1.38M 0.09%
14,017
-535
141
$1.34M 0.09%
6,203
-170
142
$1.34M 0.09%
11,904
143
$1.31M 0.09%
1,667
-4
144
$1.3M 0.09%
24,910
145
$1.28M 0.09%
35,983
-60
146
$1.27M 0.08%
4,441
-160
147
$1.26M 0.08%
3,244
-58
148
$1.25M 0.08%
27,117
-2
149
$1.25M 0.08%
2,457
+112
150
$1.25M 0.08%
18,023
-250
4 5
6
7 8