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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.48M
3
+$1.76M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.69M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.68M

Top Sells

1
+$3.55M
2
+$1.71M
3
+$1.49M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
ZTS icon
Zoetis
ZTS
+$1.04M

Sector Composition

1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.4M 5.45%
317,186
-1,942
2
$57M 3.92%
135,308
+526
3
$54M 3.71%
246,252
-2,609
4
$43.9M 3.01%
138,872
-1,862
5
$39.7M 2.73%
208,453
-896
6
$32M 2.2%
94,992
-780
7
$30.5M 2.1%
91,310
-334
8
$30.1M 2.07%
51,342
-6,051
9
$29.7M 2.04%
130,141
-2,062
10
$27.7M 1.9%
61,112
-77
11
$27.1M 1.86%
172,452
-2,119
12
$26.5M 1.82%
134,939
-1,019
13
$26.3M 1.81%
52,783
+391
14
$25M 1.72%
86,361
-974
15
$23.7M 1.62%
43,907
+14,141
16
$23.6M 1.62%
22,270
-356
17
$23.4M 1.61%
127,574
-1,908
18
$23.2M 1.59%
98,807
-1,510
19
$22.8M 1.56%
58,950
-1,580
20
$22.8M 1.56%
107,164
-1,451
21
$22.5M 1.54%
62,401
-858
22
$22.2M 1.52%
77,626
-5,218
23
$20.9M 1.44%
40,174
-323
24
$20.7M 1.42%
70,568
-504
25
$20.2M 1.39%
281,910
-2,890
1
2 3 4 5