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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$466K 0.05%
87,250
-33,256
202
$447K 0.05%
7,053
-1,017
203
$441K 0.05%
6,986
204
$420K 0.05%
11,200
205
$419K 0.05%
+2,250
206
$419K 0.05%
8,654
207
$415K 0.05%
8,850
208
$406K 0.05%
23,900
209
$402K 0.05%
5,455
210
$394K 0.04%
8,550
-200
211
$391K 0.04%
6,740
212
$385K 0.04%
13,825
+25
213
$377K 0.04%
16,575
214
$368K 0.04%
2,740
+420
215
$363K 0.04%
3,694
216
$344K 0.04%
5,000
217
$344K 0.04%
5,473
218
$342K 0.04%
5,550
219
$341K 0.04%
2,380
-995
220
$336K 0.04%
3,750
+50
221
$319K 0.04%
+3,420
222
$319K 0.04%
5,558
223
$318K 0.04%
5,900
224
$318K 0.04%
4,500
225
$315K 0.04%
2,070
-90
7 8
9
10 11