BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$772M
AUM Growth
-$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$961K
3
+$945K
4
KMI icon
Kinder Morgan
KMI
+$616K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$444K

Top Sells

1
+$2.12M
2
+$2.05M
3
+$1.39M
4
DHR icon
Danaher
DHR
+$1.36M
5
SRCL
Stericycle Inc
SRCL
+$972K

Sector Composition

1 Healthcare 18.17%
2 Industrials 13.87%
3 Technology 12.23%
4 Consumer Staples 10.95%
5 Financials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$368K 0.05%
17,617
-1,488
202
$368K 0.05%
2,930
+145
203
$348K 0.05%
5,052
-1,578
204
$345K 0.04%
2,865
+190
205
$343K 0.04%
6,359
206
$333K 0.04%
11,200
207
$331K 0.04%
4,250
208
$329K 0.04%
3,182
-55
209
$328K 0.04%
5,473
-1,000
210
$323K 0.04%
13,275
-12,825
211
$317K 0.04%
7,254
212
$308K 0.04%
4,775
-1,825
213
$296K 0.04%
2,250
-2,000
214
$295K 0.04%
5,000
215
$289K 0.04%
5,900
-50
216
$276K 0.04%
5,558
+117
217
$274K 0.04%
4,500
218
$272K 0.04%
1,250
-37
219
$266K 0.03%
20,400
-1,000
220
$265K 0.03%
5,548
221
$264K 0.03%
4,400
222
$263K 0.03%
6,150
-20
223
$262K 0.03%
1,915
+160
224
$260K 0.03%
3,700
225
$259K 0.03%
3,940
6 7 8
9
10