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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$457K 0.05%
+10,000
202
$450K 0.05%
5,288
-167
203
$442K 0.05%
6,986
204
$430K 0.05%
7,081
-4,722
205
$415K 0.05%
1,267
-933
206
$401K 0.05%
8,550
207
$392K 0.04%
3,694
208
$390K 0.04%
3,750
209
$380K 0.04%
5,550
210
$379K 0.04%
23,900
211
$362K 0.04%
2,088
212
$359K 0.04%
12,000
213
$358K 0.04%
5,000
214
$358K 0.04%
6,450
215
$354K 0.04%
5,900
216
$353K 0.04%
+20,000
217
$351K 0.04%
2,525
-200
218
$346K 0.04%
7,800
219
$343K 0.04%
5,473
220
$332K 0.04%
1,550
-25
221
$331K 0.04%
4,500
222
$319K 0.04%
2,075
-285
223
$316K 0.04%
+6,000
224
$313K 0.04%
3,587
+92
225
$312K 0.04%
1,970
-410
7 8
9
10 11