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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$521K 0.04%
4,262
202
$520K 0.04%
+3,372
203
$509K 0.04%
6,805
204
$506K 0.04%
4,830
-1,176
205
$473K 0.03%
3,141
206
$469K 0.03%
5,847
207
$469K 0.03%
7,081
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208
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5,213
209
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210
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5,750
211
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212
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213
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214
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215
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216
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1,175
217
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218
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219
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220
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6,630
221
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222
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4,006
223
$375K 0.03%
+11,980
224
$368K 0.03%
8,514
225
$363K 0.03%
4,104
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9
10 11