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
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.7M 4.83%
472,788
-10,061
2
$39.9M 3.07%
245,240
-1,400
3
$36.1M 2.78%
99,146
-1,588
4
$33.5M 2.58%
150,606
+255
5
$32.3M 2.48%
83,976
-504
6
$32.3M 2.48%
275,820
-24,078
7
$29.2M 2.24%
77,970
+137
8
$28.9M 2.22%
138,720
+1,021
9
$26.1M 2.01%
119,383
+1,600
10
$25.1M 1.93%
177,514
-414
11
$24.1M 1.85%
107,188
+419
12
$23.5M 1.81%
108,590
-39
13
$22.7M 1.74%
126,538
-35
14
$22.2M 1.71%
151,350
-474
15
$21M 1.62%
+253,733
16
$20.3M 1.56%
80,901
-170
17
$19.3M 1.48%
140,839
-580
18
$18.1M 1.39%
+293,607
19
$17.5M 1.34%
37,493
+30
20
$16.5M 1.27%
60,407
+1,540
21
$16.3M 1.26%
92,747
-2,318
22
$16.2M 1.25%
102,912
-7,840
23
$16.2M 1.24%
184,680
-2,140
24
$15.3M 1.17%
65,771
-50
25
$15.2M 1.17%
61,929
-43
1
2 3 4 5