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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$797K 0.08%
5,718
-466
152
$779K 0.08%
7,425
-100
153
$776K 0.08%
19,428
154
$774K 0.08%
2,624
+73
155
$768K 0.07%
8,371
-1,290
156
$757K 0.07%
10,300
157
$755K 0.07%
11,200
158
$752K 0.07%
10,000
159
$743K 0.07%
35,234
160
$730K 0.07%
25,848
+30
161
$720K 0.07%
8,368
162
$718K 0.07%
2,534
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163
$701K 0.07%
8,066
164
$689K 0.07%
8,909
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165
$681K 0.07%
7,020
+1,000
166
$671K 0.07%
6,205
167
$636K 0.06%
42,525
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168
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4,930
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169
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6,616
170
$595K 0.06%
2,009
171
$587K 0.06%
9,463
172
$574K 0.06%
5,160
+1,450
173
$562K 0.05%
5,499
174
$558K 0.05%
12,000
175
$533K 0.05%
5,464
5 6
7
8 9