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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$359K 0.05%
5,325
202
$356K 0.05%
17,617
203
$350K 0.05%
3,035
204
$350K 0.05%
8,600
+550
205
$347K 0.05%
4,775
206
$342K 0.04%
2,200
-50
207
$337K 0.04%
11,200
208
$333K 0.04%
20,400
209
$327K 0.04%
5,900
210
$323K 0.04%
5,052
211
$321K 0.04%
5,473
212
$311K 0.04%
+11,000
213
$306K 0.04%
6,359
214
$296K 0.04%
5,000
215
$281K 0.04%
1,250
216
$274K 0.04%
4,500
217
$270K 0.04%
3,700
218
$266K 0.03%
2,230
+100
219
$265K 0.03%
1,980
+65
220
$262K 0.03%
5,148
-400
221
$261K 0.03%
2,055
+110
222
$259K 0.03%
3,694
-556
223
$254K 0.03%
5,558
224
$253K 0.03%
2,985
-100
225
$248K 0.03%
12,000
6 7 8
9
10