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
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.09M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$704K

Top Sells

1
+$995K
2
+$985K
3
+$827K
4
GE icon
GE Aerospace
GE
+$822K
5
GILD icon
Gilead Sciences
GILD
+$738K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$585K 0.07%
6,515
-600
177
$578K 0.07%
5,230
178
$570K 0.07%
+5,435
179
$567K 0.07%
7,287
+2,004
180
$567K 0.07%
9,506
181
$558K 0.07%
6,308
-100
182
$558K 0.07%
+8,980
183
$553K 0.07%
3,882
-105
184
$549K 0.07%
31,000
185
$548K 0.06%
4,429
+1,573
186
$546K 0.06%
4,370
187
$521K 0.06%
8,575
-2,355
188
$515K 0.06%
8,070
-2,992
189
$496K 0.06%
11,032
190
$490K 0.06%
8,100
-175
191
$487K 0.06%
19,317
192
$484K 0.06%
3,436
+126
193
$483K 0.06%
3,563
-147
194
$482K 0.06%
5,025
-525
195
$479K 0.06%
3,375
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196
$449K 0.05%
2,270
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197
$449K 0.05%
8,654
-2,726
198
$448K 0.05%
5,527
+475
199
$436K 0.05%
+233
200
$434K 0.05%
5,325
6 7
8
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