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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$438K 0.04%
3,372
202
$436K 0.04%
4,864
203
$428K 0.04%
4,575
-564
204
$420K 0.04%
4,930
-107
205
$420K 0.04%
5,585
-3,998
206
$396K 0.04%
13,989
-8,395
207
$392K 0.03%
1,175
208
$390K 0.03%
4,346
209
$390K 0.03%
1,701
-930
210
$386K 0.03%
3,462
211
$378K 0.03%
15,125
-2,292
212
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3,141
213
$362K 0.03%
12,395
214
$360K 0.03%
4,000
+1,308
215
$356K 0.03%
13,890
+277
216
$354K 0.03%
6,062
-41
217
$350K 0.03%
4,104
218
$346K 0.03%
2,601
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219
$336K 0.03%
1,401
-150
220
$316K 0.03%
13,700
221
$316K 0.03%
4,199
-182
222
$306K 0.03%
7,590
223
$304K 0.03%
2,245
-220
224
$296K 0.03%
2,050
225
$290K 0.03%
4,006
7 8
9
10 11