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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.9M 0.12%
12,241
-175
127
$1.89M 0.12%
13,617
+2,815
128
$1.86M 0.12%
9,500
-200
129
$1.79M 0.11%
125,000
130
$1.77M 0.11%
3,714
+470
131
$1.73M 0.11%
18,916
+115
132
$1.73M 0.11%
13,392
133
$1.7M 0.11%
8,316
-200
134
$1.69M 0.11%
66,375
-272
135
$1.68M 0.11%
10,374
-510
136
$1.61M 0.1%
12,635
-300
137
$1.6M 0.1%
69,325
+828
138
$1.6M 0.1%
16,570
139
$1.52M 0.1%
26,279
+16,062
140
$1.5M 0.1%
6,203
141
$1.5M 0.1%
11,904
142
$1.48M 0.09%
13,609
143
$1.42M 0.09%
4,441
144
$1.28M 0.08%
18,997
145
$1.27M 0.08%
5,398
-53
146
$1.26M 0.08%
16,400
147
$1.26M 0.08%
14,017
148
$1.23M 0.08%
18,023
149
$1.23M 0.08%
27,165
+48
150
$1.21M 0.08%
2,457
4 5
6
7 8