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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$445K 0.05%
5,455
202
$440K 0.05%
5,527
203
$434K 0.05%
250
-148
204
$424K 0.05%
3,694
205
$418K 0.05%
8,550
206
$392K 0.04%
3,750
207
$388K 0.04%
2,725
-15
208
$386K 0.04%
1,435
+533
209
$383K 0.04%
23,900
210
$371K 0.04%
2,380
211
$366K 0.04%
7,800
-1,050
212
$364K 0.04%
5,600
-6,155
213
$364K 0.04%
2,360
+290
214
$364K 0.04%
5,473
215
$363K 0.04%
17,475
+900
216
$360K 0.04%
5,000
217
$358K 0.04%
5,900
218
$357K 0.04%
6,450
-290
219
$347K 0.04%
1,575
220
$345K 0.04%
5,550
221
$338K 0.04%
12,000
222
$334K 0.04%
4,500
223
$329K 0.04%
+2,088
224
$325K 0.04%
5,558
225
$317K 0.03%
+3,889
7 8
9
10 11