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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$518K 0.05%
4,671
+340
177
$501K 0.05%
6,017
-9
178
$498K 0.05%
5,685
-1
179
$497K 0.05%
42,982
180
$492K 0.05%
12,720
-100
181
$457K 0.04%
8,688
+30
182
$444K 0.04%
3,500
183
$443K 0.04%
10,450
+2,900
184
$436K 0.04%
10,380
185
$430K 0.04%
1,453
-20
186
$423K 0.04%
7,963
-4,905
187
$410K 0.04%
8,117
+307
188
$405K 0.04%
3,850
-500
189
$399K 0.04%
7,822
190
$389K 0.04%
3,410
191
$389K 0.04%
6,805
192
$385K 0.04%
2,640
193
$381K 0.04%
4,830
194
$378K 0.04%
10,275
-1
195
$366K 0.04%
4,975
+187
196
$364K 0.04%
6,630
197
$359K 0.03%
3,150
-600
198
$355K 0.03%
2,090
199
$354K 0.03%
2,702
200
$350K 0.03%
4,985
-1
6 7
8
9 10