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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.03M 0.07%
7,714
+2,800
152
$1.01M 0.07%
7,783
153
$948K 0.07%
4,596
154
$928K 0.07%
16,192
155
$919K 0.07%
1,414
-235
156
$830K 0.06%
6,194
+197
157
$830K 0.06%
7,019
-1,663
158
$823K 0.06%
125,000
+25,000
159
$811K 0.06%
1,670
-6
160
$795K 0.06%
8,703
+129
161
$793K 0.06%
13,759
-71
162
$791K 0.06%
4,142
+1,102
163
$769K 0.06%
7,883
-390
164
$757K 0.05%
8,438
-263
165
$678K 0.05%
16,239
-13,231
166
$675K 0.05%
4,225
167
$670K 0.05%
3,000
168
$667K 0.05%
4,006
169
$665K 0.05%
11,358
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170
$651K 0.05%
9,550
171
$650K 0.05%
1,350
-300
172
$640K 0.05%
5,238
+184
173
$633K 0.05%
3,925
174
$591K 0.04%
6,560
-15
175
$589K 0.04%
11,590
-12,743
5 6
7
8 9