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
$1.03B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.3M
3
+$1.27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.17M

Top Sells

1
+$3.79M
2
+$3.34M
3
+$2.11M
4
MIDD icon
Middleby
MIDD
+$1.41M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.02M

Sector Composition

1 Technology 21.47%
2 Healthcare 16.23%
3 Financials 9.46%
4 Industrials 8.37%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.8M 4.65%
524,192
-3,540
2
$34.9M 3.39%
253,080
-1,900
3
$33.5M 3.26%
312,082
-8,145
4
$30.9M 3%
151,776
-234
5
$29.5M 2.87%
101,003
+2,645
6
$27.5M 2.68%
106,479
-1,526
7
$23.6M 2.29%
76,503
-902
8
$23.3M 2.27%
137,798
-1,723
9
$22.7M 2.21%
117,679
+4,755
10
$21.8M 2.12%
109,582
+5,868
11
$19.3M 1.88%
75,596
+1,322
12
$17.4M 1.69%
177,166
+31
13
$17.3M 1.69%
122,180
+1,382
14
$17.2M 1.67%
80,853
+1,085
15
$16.2M 1.57%
115,160
-1,805
16
$16.1M 1.56%
151,737
+2,161
17
$15.7M 1.53%
140,161
-22
18
$13.6M 1.33%
37,661
+876
19
$13.6M 1.32%
91,041
-995
20
$13.5M 1.31%
55,892
+1,183
21
$13.3M 1.29%
188,340
+2,100
22
$13.3M 1.29%
148,174
+1,430
23
$13.1M 1.28%
33,833
+1,959
24
$12M 1.17%
37,034
+279
25
$11.8M 1.15%
98,650
-315
1
2 3 4 5