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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$615K 0.07%
6,000
177
$609K 0.07%
43,382
-12,900
178
$608K 0.07%
31,000
179
$608K 0.07%
+9,703
180
$597K 0.07%
9,506
181
$589K 0.07%
4,370
182
$586K 0.07%
5,435
183
$578K 0.07%
4,279
-150
184
$577K 0.07%
2,270
185
$573K 0.07%
11,755
-32,276
186
$558K 0.06%
8,980
187
$552K 0.06%
6,003
-305
188
$548K 0.06%
+15,360
189
$532K 0.06%
11,032
190
$518K 0.06%
3,405
-31
191
$514K 0.06%
8,500
-75
192
$512K 0.06%
5,025
193
$508K 0.06%
8,100
194
$508K 0.06%
5,315
-1,200
195
$504K 0.06%
3,563
196
$503K 0.06%
19,317
197
$482K 0.05%
3,282
-600
198
$478K 0.05%
5,527
199
$474K 0.05%
6,730
200
$471K 0.05%
5,325
6 7
8
9 10