We are live on ! Find out more
BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$756K 0.05%
8,097
177
$755K 0.05%
3,804
178
$752K 0.05%
10,450
179
$750K 0.05%
26,505
180
$724K 0.05%
12,675
+16
181
$723K 0.05%
+9,426
182
$707K 0.05%
6,555
+75
183
$692K 0.04%
8,440
184
$690K 0.04%
1,508
-50
185
$680K 0.04%
35,000
186
$678K 0.04%
8,484
187
$668K 0.04%
4,740
188
$667K 0.04%
13,600
189
$659K 0.04%
28,188
-20,921
190
$657K 0.04%
5,612
191
$657K 0.04%
3,270
192
$655K 0.04%
26,431
-2
193
$628K 0.04%
7,853
194
$615K 0.04%
6,869
195
$602K 0.04%
8,419
196
$596K 0.04%
5,213
197
$588K 0.04%
137
-4
198
$587K 0.04%
1,900
199
$587K 0.04%
10,828
+11
200
$550K 0.04%
4,999
6 7
8
9 10