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Home > Institutional Investor > Boston Family Office Llc > Profile

Instuitional Investor - Boston Family Office Llc

Fund Profile
Filing Period:
Fund Name: Boston Family Office Llc
Portfolio Value $1,330,157
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 335,924 $64,676 4.86%
2.
Microsoft Corp
 MSFT 139,061 $52,293 3.93%
3.
Amazon Com Inc
 AMZN 262,926 $39,949 3%
4.
Visa Inc.
 V 141,748 $36,904 2.77%
5.
Ansys Inc
 ANSS 97,182 $35,265 2.65%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)