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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.1M 4.78%
294,833
-3,155
2
$72.3M 4.6%
139,568
-512
3
$56.4M 3.59%
256,718
-924
4
$50.7M 3.23%
208,261
-670
5
$47.1M 3%
137,973
-707
6
$35.2M 2.24%
57,429
+364
7
$32.6M 2.08%
48,992
-120
8
$29.9M 1.9%
126,509
-161
9
$29.6M 1.89%
58,964
-76
10
$26.8M 1.7%
54,967
+1,786
11
$26.3M 1.67%
140,985
+13,738
12
$26.1M 1.66%
74,548
-1,499
13
$25.9M 1.65%
94,546
-2,026
14
$24.5M 1.56%
66,385
-6
15
$24.2M 1.54%
118,659
+8,150
16
$24M 1.53%
130,495
+1,260
17
$23.7M 1.51%
123,305
-2,541
18
$22.8M 1.45%
120,228
-3,779
19
$22.2M 1.42%
81,551
-1,970
20
$21.9M 1.4%
108,928
+3,635
21
$21.7M 1.38%
73,920
+255
22
$21.3M 1.36%
159,285
-3,853
23
$21.1M 1.35%
89,171
-739
24
$20.9M 1.33%
277,254
-1,227
25
$20.5M 1.31%
41,149
+5,676
1
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