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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$429K 0.03%
3,269
-179
202
$424K 0.03%
6,217
-2,281
203
$414K 0.03%
5,727
204
$397K 0.03%
855
205
$390K 0.03%
9,275
206
$380K 0.03%
2,883
+18
207
$375K 0.03%
2,150
-1,011
208
$367K 0.03%
4,263
209
$364K 0.03%
4,097
-850
210
$359K 0.03%
2,732
211
$357K 0.03%
2,735
212
$339K 0.02%
825
213
$339K 0.02%
2,688
-3,791
214
$331K 0.02%
18,787
215
$327K 0.02%
4,999
216
$318K 0.02%
2,270
217
$316K 0.02%
5,464
218
$302K 0.02%
+831
219
$295K 0.02%
1,336
220
$294K 0.02%
2,807
-95
221
$292K 0.02%
10,217
-7,985
222
$292K 0.02%
2,413
223
$284K 0.02%
3,410
-450
224
$283K 0.02%
9,085
-1,400
225
$277K 0.02%
6,972
+329
7 8
9
10 11