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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.19M 0.08%
5,743
152
$1.16M 0.07%
59,822
-951
153
$1.15M 0.07%
6,588
-163
154
$1.15M 0.07%
11,760
+174
155
$1.15M 0.07%
4,629
156
$1.14M 0.07%
1,667
157
$1.11M 0.07%
4,499
-560
158
$1.1M 0.07%
34,926
-1,057
159
$1.08M 0.07%
8,256
-388
160
$1.03M 0.07%
2,173
161
$1.02M 0.07%
3,630
-359
162
$945K 0.06%
5,049
-128
163
$939K 0.06%
2,847
-125
164
$938K 0.06%
11,356
165
$901K 0.06%
12,421
166
$897K 0.06%
8,116
167
$887K 0.06%
3,775
168
$864K 0.06%
9,139
169
$859K 0.05%
6,000
170
$856K 0.05%
6,217
-52,762
171
$843K 0.05%
16,509
172
$835K 0.05%
12,641
-638
173
$830K 0.05%
1,460
174
$771K 0.05%
4,346
175
$770K 0.05%
6,196
+1,121
5 6
7
8 9