BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
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
+$2.85M
2
+$2.45M
3
+$2.44M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.37M
5
SPGI icon
S&P Global
SPGI
+$2.34M

Top Sells

1
+$4.44M
2
+$1.7M
3
+$1.6M
4
ADP icon
Automatic Data Processing
ADP
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.5M

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
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8,849
-2,238
184
$538K 0.05%
15,398
185
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7,447
-255
186
$522K 0.05%
10,946
187
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2,389
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188
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16,275
189
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5,927
-2,850
190
$506K 0.05%
11,690
191
$492K 0.04%
3,030
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192
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193
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194
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6,614
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195
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3,061
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196
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5,251
197
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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
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