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
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$495K 0.04%
7,163
+358
202
$483K 0.04%
6,796
203
$480K 0.04%
5,213
204
$450K 0.03%
2,090
205
$449K 0.03%
4,985
206
$449K 0.03%
2,052
+52
207
$442K 0.03%
4,830
208
$427K 0.03%
5,750
209
$409K 0.03%
618
210
$409K 0.03%
7,368
211
$406K 0.03%
4,700
212
$405K 0.03%
5,937
-666
213
$404K 0.03%
4,854
214
$400K 0.03%
6,630
215
$397K 0.03%
3,141
216
$384K 0.03%
9,610
-770
217
$380K 0.03%
4,750
-250
218
$370K 0.03%
6,488
-73
219
$367K 0.03%
+3,779
220
$364K 0.03%
27,920
-2,000
221
$360K 0.03%
10,245
-7
222
$357K 0.03%
12,768
223
$339K 0.03%
13,900
224
$327K 0.03%
2,758
225
$319K 0.02%
+6,842
7 8
9
10 11