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
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.09M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$704K

Top Sells

1
+$995K
2
+$985K
3
+$827K
4
GE icon
GE Aerospace
GE
+$822K
5
GILD icon
Gilead Sciences
GILD
+$738K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$911K 0.11%
8,423
+2,035
152
$891K 0.11%
9,925
153
$871K 0.1%
10,580
+90
154
$861K 0.1%
5,100
155
$858K 0.1%
9,254
+1,065
156
$776K 0.09%
4,500
157
$775K 0.09%
20,000
158
$773K 0.09%
4,579
-195
159
$767K 0.09%
8,639
+204
160
$758K 0.09%
120,506
-13,709
161
$749K 0.09%
8,430
-450
162
$746K 0.09%
33,333
-1,634
163
$744K 0.09%
19,206
-688
164
$711K 0.08%
3,162
165
$707K 0.08%
13,850
166
$705K 0.08%
6,389
167
$694K 0.08%
10,276
168
$682K 0.08%
15,515
-10
169
$676K 0.08%
56,282
+1,500
170
$675K 0.08%
+19,728
171
$667K 0.08%
13,892
172
$664K 0.08%
22,100
173
$661K 0.08%
5,223
+90
174
$634K 0.08%
9,812
+226
175
$602K 0.07%
6,000
5 6
7
8 9