BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.7M 4.63%
140,080
+1,689
2
$61.1M 4.06%
297,988
+210
3
$56.5M 3.75%
257,642
+9,746
4
$49.2M 3.27%
138,680
+1,299
5
$37.1M 2.46%
208,931
+286
6
$32.4M 2.15%
57,065
+2,073
7
$32.3M 2.15%
92,072
-1,106
8
$30.3M 2.02%
49,112
-293
9
$29.1M 1.94%
126,670
-233
10
$28.7M 1.9%
59,040
-477
11
$28M 1.86%
53,181
+467
12
$27.8M 1.85%
125,846
-738
13
$26.6M 1.76%
129,235
+2,205
14
$26.3M 1.74%
66,391
+1,882
15
$26M 1.73%
96,572
-109
16
$25.5M 1.69%
163,138
-3,390
17
$25.3M 1.68%
76,047
+552
18
$24.5M 1.63%
89,910
-122
19
$23.6M 1.56%
83,521
-1,284
20
$23M 1.53%
105,293
-208
21
$22.7M 1.51%
73,665
+1,537
22
$22.6M 1.5%
110,509
+3,848
23
$20.1M 1.34%
35,473
-575
24
$20.1M 1.34%
127,247
+1,261
25
$19.5M 1.3%
124,007
-10,147
1
2 3 4 5