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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$348K 0.03%
10,647
-266
202
$336K 0.03%
11,957
203
$331K 0.03%
+1,950
204
$329K 0.03%
1,883
+184
205
$328K 0.03%
8,059
-3,497
206
$316K 0.03%
6,584
-456
207
$315K 0.03%
618
208
$314K 0.03%
5,750
209
$307K 0.03%
5,338
-13,989
210
$304K 0.03%
+5,351
211
$303K 0.03%
3,141
212
$300K 0.03%
+1,589
213
$298K 0.03%
13,900
214
$297K 0.03%
+13,157
215
$296K 0.03%
4,900
216
$296K 0.03%
4,854
-596
217
$284K 0.03%
+1,034
218
$284K 0.03%
29,920
-3,000
219
$276K 0.03%
15,026
-1,483
220
$273K 0.03%
4,120
-893
221
$269K 0.03%
4,573
222
$265K 0.03%
3,033
-275
223
$251K 0.02%
+2,033
224
$244K 0.02%
+1,272
225
$239K 0.02%
+4,006
6 7 8
9
10