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
$804M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.69M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$782K

Top Sells

1
+$8M
2
+$2.32M
3
+$1.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 17.54%
2 Technology 15.22%
3 Industrials 10.97%
4 Consumer Staples 9.14%
5 Financials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3M 2.77%
564,740
-12,556
2
$20.8M 2.58%
131,317
-671
3
$19.3M 2.4%
77,265
-138
4
$19.1M 2.38%
138,399
-2,495
5
$18.4M 2.29%
142,954
-5,070
6
$16.8M 2.09%
223,840
+19,900
7
$15.4M 1.91%
104,267
-2,105
8
$14.2M 1.77%
99,375
-2,347
9
$13.9M 1.73%
174,427
-802
10
$13.2M 1.64%
152,240
-1,314
11
$13.1M 1.63%
64,390
-2,075
12
$13M 1.62%
175,568
-5,588
13
$12.6M 1.57%
95,836
+12,831
14
$12.6M 1.56%
123,742
+2,129
15
$12.5M 1.56%
41,350
-937
16
$12.2M 1.52%
319,934
-34,834
17
$12M 1.49%
91,633
+3,921
18
$11.9M 1.48%
79,150
-235
19
$11.9M 1.48%
171,677
-526
20
$11.8M 1.47%
74,120
+1,953
21
$11.5M 1.43%
98,806
-39
22
$10.5M 1.3%
111,325
-1,851
23
$10.2M 1.27%
111,113
-9,653
24
$9.64M 1.2%
138,540
-9,852
25
$9.55M 1.19%
169,847
-4,550
1
2 3 4 5