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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$645K 0.07%
9,256
-250
177
$636K 0.07%
19,317
178
$631K 0.07%
4,370
179
$630K 0.07%
18,475
+3,115
180
$629K 0.07%
6,003
181
$623K 0.07%
5,230
182
$621K 0.07%
5,435
183
$602K 0.07%
11,032
184
$593K 0.07%
8,980
185
$573K 0.06%
31,000
186
$549K 0.06%
3,330
-75
187
$549K 0.06%
6,000
188
$537K 0.06%
10,709
+2,055
189
$534K 0.06%
2,405
+155
190
$527K 0.06%
3,563
191
$524K 0.06%
8,100
192
$519K 0.06%
8,208
-292
193
$519K 0.06%
5,315
194
$516K 0.06%
6,907
-146
195
$508K 0.06%
3,282
196
$498K 0.05%
6,986
197
$484K 0.05%
6,580
-150
198
$477K 0.05%
5,025
199
$466K 0.05%
5,325
200
$456K 0.05%
11,200
6 7
8
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