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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$737K 0.05%
9,842
+142
177
$734K 0.05%
3,850
178
$717K 0.05%
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179
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180
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181
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182
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183
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184
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185
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186
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187
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188
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190
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194
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195
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198
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199
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2,310
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200
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