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
$877M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.02M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$691K
5
WELL icon
Welltower
WELL
+$637K

Top Sells

1
+$5.37M
2
+$3.2M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Healthcare 16.6%
2 Technology 15.16%
3 Industrials 12.99%
4 Consumer Staples 8.95%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 2.94%
613,748
-8,116
2
$20.5M 2.33%
77,747
-2,925
3
$19.8M 2.26%
154,784
-630
4
$19.2M 2.19%
142,584
-1,500
5
$18M 2.06%
123,968
+718
6
$16.4M 1.87%
104,506
-20,434
7
$16.3M 1.86%
347,761
+6,020
8
$14.7M 1.68%
107,490
-1,696
9
$14.5M 1.66%
175,724
-1,050
10
$14.3M 1.63%
154,516
-908
11
$14.1M 1.6%
41,180
-1,969
12
$13.3M 1.52%
76,363
-1,579
13
$13.1M 1.49%
175,560
-4,345
14
$13.1M 1.49%
65,462
-1,280
15
$13M 1.48%
168,773
-8,437
16
$12.2M 1.39%
183,172
-5,324
17
$12.1M 1.38%
167,520
-8,440
18
$11.8M 1.34%
131,954
-4,131
19
$11.2M 1.28%
244,809
-5,397
20
$11M 1.25%
78,836
-1,018
21
$10.7M 1.22%
134,521
-588
22
$10.5M 1.19%
84,486
-418
23
$10.5M 1.19%
104,636
+20,257
24
$10.1M 1.16%
112,828
-157
25
$10.1M 1.15%
110,381
-2,793
1
2 3 4 5