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
$804M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.69M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$782K

Top Sells

1
+$8M
2
+$2.32M
3
+$1.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 17.54%
2 Technology 15.22%
3 Industrials 10.97%
4 Consumer Staples 9.14%
5 Financials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$388K 0.05%
+5,175
202
$379K 0.05%
5,473
203
$377K 0.05%
4,830
+195
204
$367K 0.05%
5,850
205
$365K 0.05%
+1,924
206
$361K 0.04%
6,900
+450
207
$352K 0.04%
3,610
208
$343K 0.04%
1,064
-153
209
$343K 0.04%
12,000
210
$343K 0.04%
3,625
211
$337K 0.04%
1,467
+208
212
$336K 0.04%
7,026
+1,315
213
$335K 0.04%
5,000
214
$334K 0.04%
6,986
215
$322K 0.04%
+7,190
216
$306K 0.04%
3,410
217
$306K 0.04%
3,679
218
$303K 0.04%
22,900
219
$297K 0.04%
10,400
-100
220
$295K 0.04%
4,500
221
$289K 0.04%
168
-53
222
$286K 0.04%
2,702
223
$276K 0.03%
1,464
-160
224
$274K 0.03%
2,675
225
$270K 0.03%
6,550
-20
7 8
9
10 11