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
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.13M 0.09%
4,317
-75
152
$1.1M 0.08%
7,754
-431
153
$1.1M 0.08%
5,300
154
$1.08M 0.08%
9,236
+865
155
$1.08M 0.08%
3,135
+559
156
$1.04M 0.08%
3
157
$1.02M 0.08%
+28,275
158
$1.01M 0.08%
10,845
-1,550
159
$994K 0.08%
2,833
+145
160
$971K 0.07%
5,436
-282
161
$953K 0.07%
11,200
162
$943K 0.07%
19,632
+255
163
$923K 0.07%
35,482
-7,500
164
$913K 0.07%
66,783
-9,748
165
$901K 0.07%
25,055
-5,225
166
$896K 0.07%
4,725
-600
167
$878K 0.07%
21,121
168
$838K 0.06%
38,599
-38,066
169
$826K 0.06%
24,557
-1,120
170
$761K 0.06%
2,004
171
$760K 0.06%
39,376
-3,109
172
$754K 0.06%
4,930
173
$750K 0.06%
9,338
-125
174
$700K 0.05%
12,000
175
$696K 0.05%
5,435
5 6
7
8 9