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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$668K 0.05%
12,779
-587
177
$642K 0.04%
5,050
178
$615K 0.04%
12,421
179
$607K 0.04%
6,657
+11
180
$605K 0.04%
4,740
181
$596K 0.04%
6,560
182
$589K 0.04%
3,141
183
$577K 0.04%
11,794
+857
184
$568K 0.04%
4,346
185
$566K 0.04%
10,536
186
$563K 0.04%
1,403
+81
187
$561K 0.04%
3,000
188
$533K 0.04%
8,502
189
$530K 0.04%
7,367
-18,628
190
$530K 0.04%
5,060
191
$529K 0.04%
11,799
192
$528K 0.04%
35,000
193
$524K 0.04%
3,968
194
$520K 0.04%
583
+268
195
$505K 0.03%
8,715
+858
196
$498K 0.03%
1,175
197
$496K 0.03%
1,900
198
$493K 0.03%
13,700
199
$490K 0.03%
5,213
200
$479K 0.03%
9,260
-74
6 7
8
9 10