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
$772M
AUM Growth
-$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.07M
3
+$946K
4
KMI icon
Kinder Morgan
KMI
+$672K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$451K

Top Sells

1
+$2.07M
2
+$2.03M
3
+$1.34M
4
SYNT
Syntel Inc
SYNT
+$1.3M
5
AL icon
Air Lease Corp
AL
+$931K

Sector Composition

1 Healthcare 18.17%
2 Industrials 13.87%
3 Technology 12.23%
4 Consumer Staples 10.95%
5 Financials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$258K 0.03%
1,945
+135
227
$248K 0.03%
+8,009
228
$247K 0.03%
12,000
229
$236K 0.03%
2,130
+200
230
$228K 0.03%
5,800
231
$220K 0.03%
1,575
232
$218K 0.03%
1,428
233
$214K 0.03%
+3,085
234
$208K 0.03%
9,000
235
$205K 0.03%
+2,900
236
$204K 0.03%
+2,000
237
$201K 0.03%
+4,400
238
$171K 0.02%
30,295
-2,665
239
$33K ﹤0.01%
1,570
240
– –
-7,164
241
– –
-3,840
242
– –
-3,100
243
– –
-4,868
244
– –
-3,020
245
– –
-9,948
246
– –
-2,903
247
– –
-2,000
248
– –
-14,890
6 7 8 9
10