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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$940K 0.08%
9,194
152
$930K 0.08%
51,067
+1,355
153
$898K 0.08%
4,350
154
$888K 0.08%
18,450
155
$878K 0.08%
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-562
156
$878K 0.08%
5,879
157
$858K 0.08%
5,308
158
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13,313
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159
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9,773
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160
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3,875
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161
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10,800
162
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4,629
163
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1,964
164
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165
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9,108
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166
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167
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168
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169
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171
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173
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8,922
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174
$624K 0.06%
9,550
175
$618K 0.05%
1,841
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