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
$804M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.69M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$782K

Top Sells

1
+$8M
2
+$2.32M
3
+$1.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 17.54%
2 Technology 15.22%
3 Industrials 10.97%
4 Consumer Staples 9.14%
5 Financials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$780K 0.1%
16,581
+225
152
$763K 0.09%
3,745
+2,330
153
$762K 0.09%
38,660
-1,901
154
$754K 0.09%
10,264
155
$743K 0.09%
19,728
156
$735K 0.09%
5,320
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157
$724K 0.09%
19,948
-13,451
158
$713K 0.09%
7,836
-862
159
$685K 0.09%
4,857
-10
160
$652K 0.08%
7,285
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161
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13,892
162
$631K 0.08%
9,595
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163
$621K 0.08%
2,469
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164
$600K 0.07%
19,317
165
$593K 0.07%
13,768
-275
166
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167
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8,600
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168
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5,325
169
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17,725
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170
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171
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12,588
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172
$550K 0.07%
5,435
173
$546K 0.07%
11,857
+1,740
174
$539K 0.07%
2,382
175
$533K 0.07%
8,100
5 6
7
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