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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.09%
9,334
-200
152
$1.24M 0.09%
3,095
+50
153
$1.21M 0.09%
20,000
154
$1.15M 0.08%
4,864
-436
155
$1.13M 0.08%
62,077
-4,000
156
$1.11M 0.08%
11,200
157
$1.1M 0.08%
5,345
-91
158
$1.05M 0.08%
7,516
-721
159
$1M 0.07%
7,070
160
$982K 0.07%
2,004
161
$975K 0.07%
4,725
162
$967K 0.07%
36,963
163
$951K 0.07%
9,881
+175
164
$945K 0.07%
4,930
165
$929K 0.07%
10,889
+575
166
$926K 0.07%
19,707
167
$918K 0.07%
5,520
+100
168
$879K 0.06%
24,502
+110
169
$808K 0.06%
12,000
170
$802K 0.06%
5,435
171
$787K 0.06%
36,197
+629
172
$785K 0.06%
23,275
173
$778K 0.06%
6,729
-3,588
174
$773K 0.06%
21,121
175
$761K 0.05%
14,845
5 6
7
8 9