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
$911M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.15M
4
CRM icon
Salesforce
CRM
+$939K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$708K

Top Sells

1
+$3.67M
2
+$3.01M
3
+$1.44M
4
ANSS
Ansys
ANSS
+$947K
5
WOLF icon
Wolfspeed
WOLF
+$896K

Sector Composition

1 Healthcare 16.57%
2 Technology 14.17%
3 Industrials 13.6%
4 Consumer Staples 9.64%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 2.89%
621,864
-16,380
2
$21.7M 2.38%
155,414
-2,498
3
$21.5M 2.36%
80,672
-2,794
4
$19.3M 2.12%
144,084
-3,685
5
$18.4M 2.02%
124,940
-6,413
6
$17.6M 1.93%
123,250
-467
7
$15.7M 1.72%
341,741
-1,040
8
$15.3M 1.68%
77,942
-1,305
9
$15M 1.65%
179,905
-3,904
10
$14.9M 1.64%
43,149
-2,322
11
$14.7M 1.61%
109,186
-593
12
$14.4M 1.58%
176,774
-3,065
13
$14.2M 1.56%
136,085
+847
14
$13.6M 1.49%
177,210
-7,547
15
$13.5M 1.48%
155,424
+24,977
16
$13.2M 1.45%
66,742
+10
17
$12.4M 1.36%
135,109
-499
18
$11.8M 1.3%
250,206
-2,290
19
$11.8M 1.3%
198,951
-235
20
$11.8M 1.29%
188,496
-4,705
21
$11.5M 1.26%
84,904
-745
22
$11M 1.2%
54,894
-100
23
$10.3M 1.13%
96,062
+71
24
$10.3M 1.13%
175,960
+180
25
$9.75M 1.07%
112,985
-1,427
1
2 3 4 5