BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.18M 0.08%
40,080
+8,750
152
$1.13M 0.07%
4,629
-6
153
$1.1M 0.07%
18,264
-1,736
154
$1.1M 0.07%
10,658
+258
155
$1.1M 0.07%
9,535
+329
156
$1.1M 0.07%
10,617
-435
157
$1.03M 0.07%
4,816
+1,954
158
$995K 0.06%
62,753
+676
159
$969K 0.06%
11,133
+221
160
$941K 0.06%
19,509
+207
161
$928K 0.06%
9,984
162
$909K 0.06%
10,561
-128
163
$902K 0.06%
8,378
164
$897K 0.06%
6,711
-455
165
$889K 0.06%
36,576
-1,057
166
$885K 0.06%
4,694
-351
167
$884K 0.06%
18,646
-314
168
$878K 0.06%
12,000
169
$862K 0.06%
14,845
170
$851K 0.06%
5,435
171
$844K 0.05%
5,363
+663
172
$843K 0.05%
12,681
-14,995
173
$827K 0.05%
4,125
+275
174
$816K 0.05%
6,976
+426
175
$805K 0.05%
6,729
5 6
7
8 9