BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$773K 0.05%
3,035
-1,829
177
$765K 0.05%
4,930
178
$740K 0.05%
11,954
179
$739K 0.05%
3,410
180
$724K 0.05%
9,550
181
$708K 0.05%
6,909
-800
182
$698K 0.05%
1,062
183
$692K 0.05%
10,132
-6
184
$690K 0.04%
7,870
+481
185
$689K 0.04%
21,445
-1,814
186
$684K 0.04%
9,474
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187
$660K 0.04%
2,630
+184
188
$641K 0.04%
1,731
+30
189
$639K 0.04%
1,779
+256
190
$638K 0.04%
11,839
191
$637K 0.04%
+3,372
192
$637K 0.04%
3,380
-6
193
$636K 0.04%
18,275
-5,000
194
$631K 0.04%
5,778
-507
195
$629K 0.04%
2,950
196
$626K 0.04%
4,728
197
$620K 0.04%
33,374
-927
198
$618K 0.04%
10,757
-469
199
$597K 0.04%
1,620
+925
200
$571K 0.04%
4,954
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