BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$535K 0.04%
10,817
+228
202
$530K 0.04%
11,574
-225
203
$528K 0.04%
+1,822
204
$528K 0.04%
4,999
205
$526K 0.03%
3,000
206
$523K 0.03%
141
-27
207
$510K 0.03%
10,217
208
$500K 0.03%
17,292
-1,104
209
$499K 0.03%
9,450
210
$498K 0.03%
6,800
211
$479K 0.03%
4,750
212
$444K 0.03%
2,138
213
$443K 0.03%
3,497
214
$425K 0.03%
3,841
215
$425K 0.03%
3,571
+614
216
$421K 0.03%
1,026
-310
217
$418K 0.03%
27,381
218
$409K 0.03%
2,732
219
$408K 0.03%
1,525
220
$400K 0.03%
5,280
-375
221
$369K 0.02%
+835
222
$368K 0.02%
+1,150
223
$367K 0.02%
5,320
-200
224
$363K 0.02%
12,056
225
$354K 0.02%
796
+345
7 8
9
10 11