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
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$690K 0.05%
6,866
-1,000
177
$672K 0.05%
7,709
-1,200
178
$662K 0.05%
6,020
-1,000
179
$657K 0.05%
9,508
180
$649K 0.05%
+11,765
181
$646K 0.05%
5,022
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182
$630K 0.05%
14,845
+2,125
183
$622K 0.05%
8,787
-1,952
184
$582K 0.04%
5,441
+243
185
$574K 0.04%
3,850
186
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3,448
-50
187
$560K 0.04%
4,914
-550
188
$558K 0.04%
2,950
+1,000
189
$553K 0.04%
1,034
190
$550K 0.04%
4,728
191
$545K 0.04%
11,954
-1
192
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3,410
193
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+5,611
194
$517K 0.04%
10,274
195
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1,444
196
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2,640
197
$509K 0.04%
1,914
198
$506K 0.04%
5,847
-170
199
$505K 0.04%
2,998
-2,162
200
$498K 0.04%
4,702
-1,404
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