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
$880M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.69M
3
+$1.43M
4
TEL icon
TE Connectivity
TEL
+$904K
5
VV icon
Vanguard Large-Cap ETF
VV
+$863K

Top Sells

1
+$4.13M
2
+$2.62M
3
+$1.57M
4
WY icon
Weyerhaeuser
WY
+$887K
5
SLB icon
SLB Ltd
SLB
+$554K

Sector Composition

1 Healthcare 17.47%
2 Industrials 13.39%
3 Technology 13.23%
4 Consumer Staples 9.96%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.6M 2.79%
638,244
+10,572
2
$21M 2.38%
83,466
+630
3
$20.5M 2.33%
157,912
-3,098
4
$19.7M 2.24%
135,238
+153
5
$17.1M 1.95%
147,769
-78
6
$16.9M 1.92%
123,717
+1,479
7
$16.1M 1.83%
131,353
-1,378
8
$15.1M 1.71%
179,839
-1,271
9
$15.1M 1.71%
183,809
-3,186
10
$14.9M 1.7%
342,781
+2,395
11
$14.8M 1.69%
45,471
+385
12
$14.1M 1.6%
79,247
+171
13
$14.1M 1.6%
109,779
+396
14
$13.7M 1.56%
184,757
+3,164
15
$13.6M 1.55%
130,447
+3,750
16
$12.3M 1.4%
135,608
-558
17
$12.2M 1.39%
66,732
-819
18
$12.2M 1.39%
252,496
+547
19
$11M 1.25%
85,649
-76
20
$10.3M 1.17%
199,186
21
$10M 1.14%
193,201
+16,422
22
$9.88M 1.12%
114,412
-661
23
$9.63M 1.09%
54,994
24
$9.28M 1.05%
114,589
-3,870
25
$9.24M 1.05%
79,712
-2,671
1
2 3 4 5