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
$1.39B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.55M
3
+$1.24M
4
TJX icon
TJX Companies
TJX
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$893K

Top Sells

1
+$4.1M
2
+$1.91M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.12M
5
DLTR icon
Dollar Tree
DLTR
+$1.08M

Sector Composition

1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.7M 4.08%
134,815
-4,246
2
$56.5M 4.06%
329,377
-6,547
3
$45.5M 3.27%
252,322
-10,604
4
$39.2M 2.82%
140,631
-1,117
5
$38.5M 2.77%
73,688
-133
6
$34.7M 2.49%
137,093
-2,727
7
$33.7M 2.42%
97,011
-171
8
$32.7M 2.35%
133,001
-1,908
9
$32M 2.3%
210,302
-5,348
10
$27.5M 1.98%
91,355
+194
11
$26.9M 1.93%
186,607
-271
12
$26M 1.87%
61,797
-316
13
$25.6M 1.84%
129,414
-795
14
$24.3M 1.75%
80,666
-906
15
$24.2M 1.74%
83,043
-414
16
$23.5M 1.69%
101,811
-942
17
$22.7M 1.64%
110,354
-4,688
18
$22.3M 1.61%
38,449
+70
19
$22.1M 1.59%
39,393
-825
20
$21.9M 1.58%
61,190
-945
21
$21.8M 1.57%
51,353
+1,389
22
$21M 1.51%
86,622
+2,711
23
$18.2M 1.31%
36,001
+976
24
$17.9M 1.29%
71,799
-1,875
25
$17.6M 1.27%
111,860
+504
1
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