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
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$598K 0.05%
8,025
177
$598K 0.05%
+3,925
178
$582K 0.04%
4,080
+261
179
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180
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4,409
181
$546K 0.04%
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182
$536K 0.04%
9,550
183
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4,225
184
$530K 0.04%
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-22
185
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186
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8,580
187
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188
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189
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190
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191
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192
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193
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194
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195
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196
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197
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198
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9,254
199
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200
$446K 0.03%
3,338
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