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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$892K 0.1%
3,162
152
$884K 0.1%
20,322
+656
153
$876K 0.1%
16,338
-7,825
154
$871K 0.1%
9,166
-100
155
$837K 0.09%
9,915
-665
156
$837K 0.09%
20,000
157
$829K 0.09%
19,800
-4,100
158
$815K 0.09%
42,982
-400
159
$802K 0.09%
37,546
+1,474
160
$798K 0.09%
8,450
+150
161
$796K 0.09%
11,803
+51
162
$790K 0.09%
10,276
163
$771K 0.08%
14,045
-2,039
164
$771K 0.08%
15,912
+580
165
$756K 0.08%
4,622
+500
166
$753K 0.08%
19,728
167
$748K 0.08%
9,259
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168
$743K 0.08%
13,800
-50
169
$723K 0.08%
13,892
170
$713K 0.08%
6,389
171
$708K 0.08%
+2,860
172
$691K 0.08%
10,770
-7,011
173
$689K 0.08%
5,083
-90
174
$654K 0.07%
4,269
-10
175
$649K 0.07%
2,200
-70
5 6
7
8 9