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
$753M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.67M
3
+$1.6M
4
VZ icon
Verizon
VZ
+$1.47M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.3M

Top Sells

1
+$2.31M
2
+$2.12M
3
+$1.58M
4
MCD icon
McDonald's
MCD
+$1.43M
5
AMX icon
America Movil
AMX
+$1.37M

Sector Composition

1 Healthcare 16.95%
2 Industrials 13.94%
3 Technology 12.2%
4 Consumer Staples 9.97%
5 Energy 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.04%
3,977
-918
227
$281K 0.04%
4,300
228
$278K 0.04%
9,150
-600
229
$276K 0.04%
1,850
+125
230
$275K 0.04%
4,590
-1,275
231
$272K 0.04%
9,000
232
$271K 0.04%
+6,040
233
$270K 0.04%
3,539
-150
234
$269K 0.04%
4,500
235
$268K 0.04%
8,563
-710
236
$261K 0.03%
3,500
+500
237
$257K 0.03%
4,868
238
$256K 0.03%
3,409
239
$255K 0.03%
11,200
240
$246K 0.03%
+7,110
241
$246K 0.03%
6,875
-3,000
242
$235K 0.03%
3,600
243
$233K 0.03%
4,606
244
$228K 0.03%
1,212
245
$227K 0.03%
+6,050
246
$221K 0.03%
5,523
247
$215K 0.03%
4,250
248
$215K 0.03%
8,610
-2,800
249
$215K 0.03%
5,950
250
$213K 0.03%
+4,365
7 8 9
10
11