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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$905K 0.1%
10,580
152
$891K 0.1%
23,900
+1,800
153
$886K 0.1%
9,266
-900
154
$882K 0.1%
4,553
-26
155
$845K 0.1%
4,122
-1,050
156
$836K 0.1%
4,500
157
$805K 0.09%
16,084
+569
158
$787K 0.09%
19,666
+460
159
$783K 0.09%
36,072
+2,739
160
$776K 0.09%
11,752
+1,940
161
$762K 0.09%
6,389
162
$759K 0.09%
8,812
+1,525
163
$758K 0.09%
8,300
-130
164
$757K 0.09%
9,925
165
$755K 0.09%
10,276
166
$744K 0.08%
3,162
167
$737K 0.08%
+15,332
168
$734K 0.08%
13,850
169
$729K 0.08%
398
+165
170
$707K 0.08%
19,728
171
$685K 0.08%
13,892
172
$684K 0.08%
8,797
+158
173
$663K 0.08%
20,000
174
$634K 0.07%
5,173
-50
175
$628K 0.07%
5,230
5 6
7
8 9