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
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.71M
3
+$2.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.88M
5
NOW icon
ServiceNow
NOW
+$1.44M

Top Sells

1
+$5.37M
2
+$4.03M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.26M

Sector Composition

1 Technology 26.1%
2 Healthcare 15.57%
3 Industrials 9.29%
4 Financials 8.81%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.9M 5.67%
381,233
-20,773
2
$50.3M 3.85%
147,578
-4,080
3
$35.3M 2.71%
270,880
-62
4
$34.3M 2.63%
144,303
-2,045
5
$32.7M 2.51%
99,000
-3,036
6
$32.1M 2.46%
72,517
-6,129
7
$31.5M 2.41%
139,974
+9,178
8
$28.5M 2.18%
86,368
+173
9
$28.1M 2.16%
137,525
-2,376
10
$26M 1.99%
214,864
-4,407
11
$24.4M 1.87%
81,532
+1,895
12
$24.2M 1.85%
81,814
+1,073
13
$22.9M 1.75%
117,839
+2,989
14
$21.6M 1.66%
63,335
-1,743
15
$21.1M 1.62%
182,316
-2,525
16
$20.6M 1.58%
109,669
-4,702
17
$20.4M 1.56%
42,382
-520
18
$19.9M 1.52%
49,637
+1,206
19
$19.7M 1.51%
37,702
+22
20
$19.6M 1.5%
104,762
-3,048
21
$18.9M 1.45%
61,896
-1,525
22
$18.4M 1.41%
37,584
-100
23
$18M 1.38%
163,284
-4,825
24
$17.6M 1.35%
83,433
+468
25
$16.5M 1.27%
75,291
-1,684
1
2 3 4 5