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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$472K 0.03%
27,381
-1,200
202
$471K 0.03%
2,732
203
$464K 0.03%
10,546
+1,330
204
$456K 0.03%
8,989
205
$448K 0.03%
4,402
-50
206
$435K 0.03%
5,687
-125
207
$433K 0.03%
1,336
208
$431K 0.03%
4,855
-75
209
$425K 0.03%
+1,036
210
$422K 0.03%
7,356
-1,300
211
$422K 0.03%
3,192
212
$421K 0.03%
18,481
-306
213
$401K 0.03%
2,138
+88
214
$395K 0.03%
4,999
215
$392K 0.03%
10,217
216
$384K 0.03%
9,763
217
$379K 0.03%
4,847
218
$371K 0.03%
2,773
-4,060
219
$368K 0.03%
991
+69
220
$367K 0.03%
1,525
221
$359K 0.02%
7,163
222
$358K 0.02%
855
223
$358K 0.02%
3,497
224
$347K 0.02%
2,860
+1,101
225
$344K 0.02%
7,670
-1,867
7 8
9
10 11