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
$1.13B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.45M
3
+$2.35M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.32M
5
ILMN icon
Illumina
ILMN
+$2.13M

Top Sells

1
+$4.44M
2
+$1.68M
3
+$1.51M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.51M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.44M

Sector Composition

1 Technology 23.58%
2 Healthcare 16.27%
3 Financials 8.46%
4 Industrials 8.01%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.9M 5.06%
411,834
-9,588
2
$36.3M 3.22%
155,648
-923
3
$30.2M 2.68%
267,184
+3,531
4
$28.2M 2.5%
78,831
+1,514
5
$27.5M 2.44%
140,977
-390
6
$25.8M 2.3%
145,494
+2,757
7
$24.6M 2.19%
114,567
+716
8
$23.5M 2.09%
129,599
+2,264
9
$22.2M 1.97%
100,092
+1,140
10
$21.4M 1.9%
222,542
+3,662
11
$20.3M 1.8%
40,014
+2,713
12
$20.2M 1.8%
77,266
+2,899
13
$20.2M 1.79%
154,547
+1,912
14
$19.1M 1.7%
81,958
-2,196
15
$18.4M 1.64%
85,609
+1,746
16
$18.3M 1.63%
81,009
-6,684
17
$18.3M 1.63%
122,638
-4,299
18
$17.7M 1.57%
66,221
-522
19
$17M 1.51%
178,703
-9,431
20
$16.8M 1.5%
214,686
+325
21
$16M 1.43%
111,053
+729
22
$16M 1.42%
52,389
+6,548
23
$15.4M 1.37%
42,837
+4,386
24
$15.2M 1.35%
92,997
-3,953
25
$14.8M 1.32%
178,005
+4,722
1
2 3 4 5