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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$585K 0.04%
4,346
177
$585K 0.04%
8,544
-500
178
$584K 0.04%
4,830
179
$576K 0.04%
13,216
-2,368
180
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+25,000
181
$570K 0.04%
8,502
182
$566K 0.04%
3,500
183
$564K 0.04%
3,506
-79
184
$562K 0.04%
3,779
-714
185
$557K 0.04%
3,141
186
$554K 0.04%
5,307
187
$535K 0.04%
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188
$534K 0.04%
4,930
189
$528K 0.04%
13,700
190
$527K 0.04%
28,745
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191
$515K 0.04%
11,098
192
$492K 0.04%
9,689
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193
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194
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195
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5,812
196
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197
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1,322
198
$443K 0.03%
1,383
199
$432K 0.03%
4,873
-991
200
$431K 0.03%
5,251
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8
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