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
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$446K 0.03%
11,345
-3,376
202
$432K 0.03%
5,812
203
$422K 0.03%
3,448
204
$414K 0.03%
3,895
-100
205
$410K 0.03%
12,939
+241
206
$404K 0.03%
13,700
207
$400K 0.03%
23,286
-36,722
208
$394K 0.03%
5,266
209
$392K 0.03%
10,775
-1,500
210
$392K 0.03%
2,691
-89
211
$388K 0.03%
5,176
-438
212
$382K 0.03%
2,671
213
$380K 0.03%
18,202
-1,327
214
$364K 0.03%
1,322
215
$364K 0.03%
22,877
+2,891
216
$358K 0.03%
885
-290
217
$354K 0.03%
4,251
-3,024
218
$346K 0.03%
5,065
219
$330K 0.03%
5,848
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220
$326K 0.03%
855
221
$316K 0.02%
3,860
-270
222
$308K 0.02%
2,735
223
$300K 0.02%
3,208
-200
224
$290K 0.02%
2,787
225
$264K 0.02%
2,423
7 8
9
10 11