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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.09M 0.08%
18,438
-585
152
$1.08M 0.07%
88,866
-4,435
153
$1.06M 0.07%
9,191
-8
154
$1.06M 0.07%
6,860
-218
155
$1.05M 0.07%
13,609
156
$1.03M 0.07%
11,356
157
$955K 0.07%
8,677
+4,219
158
$952K 0.07%
4,629
159
$944K 0.06%
4,294
-98
160
$906K 0.06%
9,139
161
$880K 0.06%
7,066
+1,131
162
$846K 0.06%
1,346
163
$843K 0.06%
3,925
164
$816K 0.06%
2,385
+107
165
$814K 0.06%
28,901
166
$805K 0.06%
6,143
-1,500
167
$790K 0.05%
9,757
168
$777K 0.05%
8,694
169
$769K 0.05%
1,460
-140
170
$761K 0.05%
3,855
+456
171
$733K 0.05%
9,698
172
$731K 0.05%
4,496
-100
173
$723K 0.05%
5,789
-463
174
$719K 0.05%
26,229
-3,624
175
$675K 0.05%
3,500
5 6
7
8 9