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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$940K 0.12%
8,198
+75
152
$900K 0.12%
41,625
+7,325
153
$894K 0.12%
12,999
-505
154
$881K 0.11%
9,925
155
$795K 0.1%
36,196
-868
156
$791K 0.1%
15,775
-2,527
157
$785K 0.1%
5,100
158
$784K 0.1%
9,160
+20
159
$777K 0.1%
10,565
+165
160
$763K 0.1%
20,000
161
$757K 0.1%
6,238
+2,020
162
$735K 0.1%
37,131
-960
163
$723K 0.09%
54,782
-1,200
164
$719K 0.09%
21,740
165
$711K 0.09%
14,898
166
$681K 0.09%
10,276
167
$676K 0.09%
7,934
-1,500
168
$674K 0.09%
6,389
169
$663K 0.09%
4,500
170
$663K 0.09%
9,303
-23
171
$658K 0.09%
11,905
172
$656K 0.09%
13,850
173
$653K 0.08%
20,394
174
$647K 0.08%
5,283
175
$621K 0.08%
13,892
+368
5 6
7
8 9