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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$548K 0.03%
+8,430
202
$545K 0.03%
6,675
+2,600
203
$539K 0.03%
6,152
-1,808
204
$535K 0.03%
11,574
205
$526K 0.03%
1,862
+40
206
$524K 0.03%
3,141
207
$509K 0.03%
3,924
-446
208
$501K 0.03%
9,450
209
$497K 0.03%
27,381
210
$493K 0.03%
5,824
-259
211
$487K 0.03%
3,000
212
$487K 0.03%
17,252
-40
213
$484K 0.03%
3,841
214
$471K 0.03%
3,497
215
$467K 0.03%
2,732
216
$455K 0.03%
3,612
+41
217
$453K 0.03%
4,748
-2
218
$442K 0.03%
12,056
219
$435K 0.03%
5,280
220
$431K 0.03%
3,233
+1,300
221
$428K 0.03%
2,880
222
$426K 0.03%
1,525
223
$406K 0.03%
6,800
224
$401K 0.03%
5,320
225
$400K 0.03%
1,330
+395
7 8
9
10 11