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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$600K 0.05%
1,820
-725
177
$600K 0.05%
10,301
178
$584K 0.05%
11,839
179
$572K 0.05%
14,845
180
$566K 0.05%
6,622
181
$552K 0.05%
6,743
+355
182
$552K 0.05%
12,000
183
$540K 0.05%
8,849
-2,238
184
$538K 0.05%
15,398
185
$526K 0.05%
7,447
-255
186
$522K 0.05%
10,946
187
$516K 0.05%
2,389
+658
188
$514K 0.05%
16,275
189
$510K 0.05%
5,927
-2,850
190
$506K 0.05%
11,690
191
$492K 0.04%
3,030
-380
192
$492K 0.04%
1,730
-49
193
$478K 0.04%
6,694
194
$476K 0.04%
6,614
+2,038
195
$474K 0.04%
3,061
-319
196
$470K 0.04%
5,251
197
$466K 0.04%
9,350
198
$458K 0.04%
5,035
-1,445
199
$458K 0.04%
4,830
200
$456K 0.04%
2,770
6 7
8
9 10