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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$600K 0.08%
5,230
177
$595K 0.08%
4,774
-113
178
$579K 0.08%
6,000
179
$556K 0.07%
7,157
180
$533K 0.07%
9,556
-400
181
$529K 0.07%
9,142
-740
182
$525K 0.07%
3,987
-20
183
$520K 0.07%
11,032
184
$513K 0.07%
4,385
-10
185
$503K 0.07%
11,380
-250
186
$500K 0.06%
3,640
-200
187
$479K 0.06%
6,458
188
$479K 0.06%
8,850
-200
189
$478K 0.06%
3,710
-25
190
$459K 0.06%
7,243
-2,832
191
$445K 0.06%
19,317
192
$429K 0.06%
7,180
-1,625
193
$418K 0.05%
5,600
194
$412K 0.05%
31,000
195
$412K 0.05%
6,905
+300
196
$408K 0.05%
8,850
197
$387K 0.05%
3,005
+75
198
$367K 0.05%
8,275
+175
199
$366K 0.05%
3,010
+145
200
$360K 0.05%
3,076
-305
6 7
8
9 10