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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$850K 0.1%
19,979
-343
152
$827K 0.09%
13,955
-90
153
$823K 0.09%
9,166
154
$821K 0.09%
13,588
-2,750
155
$816K 0.09%
4,847
+225
156
$810K 0.09%
11,364
-6,410
157
$781K 0.09%
16,173
+261
158
$771K 0.09%
8,450
159
$767K 0.09%
9,915
160
$765K 0.09%
19,728
161
$762K 0.09%
22,255
+3,780
162
$760K 0.09%
9,478
+219
163
$755K 0.09%
42,982
164
$751K 0.09%
10,276
165
$747K 0.09%
31,000
166
$746K 0.09%
18,500
-6,104
167
$730K 0.08%
13,932
-4,621
168
$717K 0.08%
13,892
169
$709K 0.08%
13,750
-50
170
$706K 0.08%
5,083
171
$702K 0.08%
6,389
172
$701K 0.08%
18,977
+8,207
173
$694K 0.08%
4,519
+250
174
$661K 0.08%
4,370
175
$654K 0.07%
2,464
+1,029
5 6
7
8 9