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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$632K 0.07%
9,256
177
$604K 0.07%
2,405
178
$594K 0.07%
5,435
179
$592K 0.07%
8,980
180
$577K 0.07%
3,490
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181
$573K 0.07%
19,317
182
$567K 0.06%
6,000
183
$555K 0.06%
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-145
184
$547K 0.06%
5,230
185
$546K 0.06%
3,713
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186
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187
$540K 0.06%
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188
$539K 0.06%
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189
$530K 0.06%
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190
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191
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192
$520K 0.06%
250
193
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194
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195
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196
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5,627
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197
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198
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8,014
-194
199
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200
$471K 0.05%
11,200
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