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
$770M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$664K
3
+$438K
4
FI icon
Fiserv
FI
+$433K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$358K

Top Sells

1
+$2.18M
2
+$1.29M
3
+$1.18M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MIDD icon
Middleby
MIDD
+$1.08M

Sector Composition

1 Healthcare 17.33%
2 Industrials 14.26%
3 Technology 12.55%
4 Consumer Staples 10.47%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 2.53%
672,572
-6,316
2
$19.3M 2.51%
167,930
-1,115
3
$18.5M 2.41%
82,934
+388
4
$17.5M 2.27%
193,536
-498
5
$16.6M 2.16%
143,840
-3,960
6
$15.5M 2.02%
149,863
-2,879
7
$13.6M 1.77%
115,926
-115
8
$13.4M 1.74%
103,837
-8,395
9
$13.2M 1.72%
143,151
-6,525
10
$13.1M 1.71%
43,560
-422
11
$13M 1.69%
122,942
-2,485
12
$12.6M 1.64%
353,236
-10,220
13
$12.4M 1.61%
200,757
-446
14
$12.3M 1.6%
181,837
-206
15
$11.8M 1.54%
88,084
-440
16
$11.7M 1.52%
169,778
-2,678
17
$11.6M 1.51%
138,430
-210
18
$11.6M 1.51%
76,721
+236
19
$11.4M 1.48%
123,270
-1,822
20
$11.1M 1.44%
68,158
-616
21
$11.1M 1.44%
131,847
-685
22
$10.8M 1.41%
151,398
-15,110
23
$9.39M 1.22%
244,289
-425
24
$8.83M 1.15%
114,661
-28,341
25
$8.45M 1.1%
166,154
-2,375
1
2 3 4 5