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
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.01M 0.08%
18,129
152
$962K 0.07%
14,688
-2,976
153
$952K 0.07%
9,185
+46
154
$910K 0.07%
15,508
+353
155
$908K 0.07%
5,632
+547
156
$882K 0.07%
20,748
+1,532
157
$842K 0.06%
8,506
158
$840K 0.06%
8,578
-86
159
$834K 0.06%
9,225
-98
160
$798K 0.06%
4,067
+92
161
$788K 0.06%
6,000
162
$784K 0.06%
8,750
+205
163
$774K 0.06%
1,689
164
$768K 0.06%
3,121
-1
165
$742K 0.06%
11,356
166
$740K 0.06%
16,334
167
$712K 0.05%
4,923
-240
168
$684K 0.05%
29,591
-4,966
169
$682K 0.05%
7,165
170
$674K 0.05%
8,954
-636
171
$668K 0.05%
9,176
-2,893
172
$668K 0.05%
1,700
-30
173
$654K 0.05%
5,082
+645
174
$616K 0.05%
13,830
175
$610K 0.05%
15,398
5 6
7
8 9