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
$845M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.09M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$704K

Top Sells

1
+$995K
2
+$985K
3
+$827K
4
GE icon
GE Aerospace
GE
+$822K
5
GILD icon
Gilead Sciences
GILD
+$738K

Sector Composition

1 Healthcare 17.31%
2 Industrials 13.52%
3 Technology 13.24%
4 Consumer Staples 10.05%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 2.68%
627,672
-13,188
2
$21.3M 2.52%
161,010
-2,047
3
$20M 2.37%
82,836
-113
4
$17.5M 2.08%
135,085
-1,194
5
$16.2M 1.91%
122,238
+1,451
6
$16.2M 1.91%
132,731
-6,798
7
$16.1M 1.91%
147,847
-433
8
$15.1M 1.79%
186,995
-3,571
9
$14.5M 1.72%
109,383
-1,310
10
$14.3M 1.7%
45,086
+844
11
$14.1M 1.67%
181,110
-302
12
$13.9M 1.65%
340,386
-5,387
13
$12.8M 1.52%
79,076
-35
14
$12.7M 1.51%
181,593
+9,009
15
$12.7M 1.5%
126,697
+2,775
16
$12.6M 1.5%
251,949
+9,810
17
$11.9M 1.4%
136,166
-200
18
$11.4M 1.35%
67,551
-125
19
$11M 1.31%
199,186
-1,217
20
$10.7M 1.26%
82,383
-6,352
21
$10.4M 1.23%
176,779
+2,095
22
$10.4M 1.23%
85,725
-162
23
$9.99M 1.18%
115,073
+500
24
$8.96M 1.06%
77,540
-2,230
25
$8.79M 1.04%
109,287
-2,388
1
2 3 4 5