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
$1.4B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.73M
3
+$2.46M
4
ROP icon
Roper Technologies
ROP
+$2.24M
5
ROOT icon
Root
ROOT
+$1.83M

Top Sells

1
+$14M
2
+$6.79M
3
+$4.84M
4
MMC icon
Marsh & McLennan
MMC
+$3.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.27M

Sector Composition

1 Technology 22.46%
2 Healthcare 15.24%
3 Financials 8.38%
4 Industrials 8.09%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.8M 4.48%
458,249
+885
2
$42M 2.99%
243,940
+880
3
$40.3M 2.88%
148,768
-182
4
$39.6M 2.82%
74,753
-330
5
$34.3M 2.44%
98,703
+269
6
$33.4M 2.38%
77,960
+488
7
$30.7M 2.19%
139,427
+80
8
$30.7M 2.19%
126,496
-518
9
$30M 2.14%
111,073
+626
10
$28.2M 2.01%
120,676
+40
11
$28.1M 2.01%
150,292
-645
12
$27.4M 1.96%
177,652
+374
13
$25.7M 1.83%
182,749
-25,287
14
$23.2M 1.66%
81,129
+168
15
$23.1M 1.65%
184,300
+560
16
$22.3M 1.59%
108,258
+251
17
$21.4M 1.52%
260,012
-39,757
18
$20M 1.43%
141,905
+295
19
$18.9M 1.35%
68,028
+1,591
20
$18.8M 1.34%
37,353
+106
21
$18.7M 1.33%
64,992
+2,364
22
$18.4M 1.31%
39,075
+4,772
23
$18M 1.28%
90,437
-101
24
$17.4M 1.24%
42,346
+7,908
25
$16.6M 1.18%
100,478
+654
1
2 3 4 5