BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.24M 0.08%
11,586
+87
152
$1.24M 0.08%
13,609
153
$1.24M 0.08%
5,451
-1,778
154
$1.24M 0.08%
18,997
155
$1.22M 0.08%
60,773
+90
156
$1.18M 0.08%
3,989
-70
157
$1.15M 0.08%
8,644
-125
158
$1.15M 0.08%
49,109
-25,091
159
$1.12M 0.07%
5,743
160
$1.11M 0.07%
4,629
161
$1.04M 0.07%
6,751
-30
162
$1.02M 0.07%
2,173
+1,318
163
$945K 0.06%
11,356
164
$919K 0.06%
3,775
165
$896K 0.06%
8,116
-3,709
166
$892K 0.06%
5,177
-470
167
$879K 0.06%
+6,869
168
$841K 0.06%
16,509
+8,387
169
$840K 0.06%
16,400
170
$835K 0.06%
3,585
171
$824K 0.05%
6,000
-690
172
$820K 0.05%
9,139
173
$820K 0.05%
1,460
174
$819K 0.05%
2,972
+570
175
$792K 0.05%
1,558
-95
5 6
7
8 9