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
$1.54B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.34M
3
+$3.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.2M
5
V icon
Visa
V
+$3.03M

Top Sells

1
+$3.58M
2
+$3.07M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 24.4%
2 Healthcare 15.4%
3 Industrials 8.02%
4 Financials 7.85%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.3M 5.22%
452,078
-1,848
2
$49.9M 3.25%
148,403
-2,896
3
$43M 2.79%
72,170
-2,420
4
$41.7M 2.71%
249,940
+3,900
5
$40.1M 2.61%
100,066
+428
6
$36.9M 2.4%
77,757
-10
7
$35.9M 2.33%
127,073
-613
8
$35M 2.28%
138,927
-498
9
$32.7M 2.12%
111,649
+182
10
$30.7M 2%
148,840
-2,187
11
$29.4M 1.91%
176,294
-1,319
12
$29.3M 1.91%
135,395
+14,003
13
$28.7M 1.86%
82,198
+11
14
$27.8M 1.81%
192,040
+4,340
15
$25.8M 1.68%
110,059
+1,177
16
$25M 1.62%
37,397
-248
17
$24.5M 1.59%
140,996
-6,509
18
$24M 1.56%
78,964
+1,005
19
$22.2M 1.45%
90,188
-700
20
$21.4M 1.39%
45,289
+1,926
21
$20.9M 1.36%
258,332
-3,924
22
$20.8M 1.35%
169,979
+26,943
23
$20.5M 1.33%
68,468
+462
24
$19.3M 1.25%
39,217
-68
25
$18.9M 1.23%
202,016
-106
1
2 3 4 5