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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.32M
3
+$2.14M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.97M
5
NFLX icon
Netflix
NFLX
+$1.52M

Top Sells

1
+$1.6M
2
+$1.45M
3
+$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
201
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$535K 0.04%
10,817
+228
FBND icon
202
Fidelity Total Bond ETF
FBND
$21B
$530K 0.04%
11,574
-225
CB icon
203
Chubb
CB
$109B
$528K 0.04%
+1,822
JCI icon
204
Johnson Controls International
JCI
$74.2B
$528K 0.04%
4,999
AVY icon
205
Avery Dennison
AVY
$13.7B
$526K 0.03%
3,000
AZO icon
206
AutoZone
AZO
$61.7B
$523K 0.03%
141
-27
FLEX icon
207
Flex
FLEX
$24.7B
$510K 0.03%
10,217
T icon
208
AT&T
T
$179B
$500K 0.03%
17,292
-1,104
IGSB icon
209
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$499K 0.03%
9,450
CARR icon
210
Carrier Global
CARR
$51.7B
$498K 0.03%
6,800
DEO icon
211
Diageo
DEO
$51B
$479K 0.03%
4,750
TXN icon
212
Texas Instruments
TXN
$146B
$444K 0.03%
2,138
NTRS icon
213
Northern Trust
NTRS
$24.1B
$443K 0.03%
3,497
LEN icon
214
Lennar Class A
LEN
$31.7B
$425K 0.03%
3,841
VDE icon
215
Vanguard Energy ETF
VDE
$7.22B
$425K 0.03%
3,571
+614
DUOL icon
216
Duolingo
DUOL
$12.5B
$421K 0.03%
1,026
-310
EBC icon
217
Eastern Bankshares
EBC
$3.32B
$418K 0.03%
27,381
BX icon
218
Blackstone
BX
$117B
$409K 0.03%
2,732
TRV icon
219
Travelers Companies
TRV
$59.8B
$408K 0.03%
1,525
SYY icon
220
Sysco
SYY
$35.5B
$400K 0.03%
5,280
-375
WSO icon
221
Watsco Inc
WSO
$14.9B
$369K 0.02%
+835
AJG icon
222
Arthur J. Gallagher & Co
AJG
$67.2B
$368K 0.02%
+1,150
CVS icon
223
CVS Health
CVS
$102B
$367K 0.02%
5,320
-200
CEF icon
224
Sprott Physical Gold and Silver Trust
CEF
$7.12B
$363K 0.02%
12,056
VRTX icon
225
Vertex Pharmaceuticals
VRTX
$107B
$354K 0.02%
796
+345
7 8
9
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