BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$884M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.06M
3
+$2.24M
4
V icon
Visa
V
+$1.51M
5
AMT icon
American Tower
AMT
+$1.04M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$2.64M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
GE icon
GE Aerospace
GE
+$1.42M

Sector Composition

1 Healthcare 16.41%
2 Technology 15.55%
3 Industrials 11.64%
4 Consumer Staples 8.49%
5 Financials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$319K 0.04%
1,624
-50
227
$318K 0.04%
3,679
+92
228
$298K 0.03%
1,425
-13
229
$288K 0.03%
5,711
230
$284K 0.03%
2,675
231
$276K 0.03%
3,498
232
$275K 0.03%
2,465
233
$271K 0.03%
+1,086
234
$262K 0.03%
6,015
-30
235
$255K 0.03%
6,702
236
$255K 0.03%
5,558
237
– –
0
238
$244K 0.03%
10,795
239
$242K 0.03%
2,985
240
$235K 0.03%
1,475
-600
241
$231K 0.03%
5,000
242
$230K 0.03%
3,141
-748
243
$230K 0.03%
1,983
244
$229K 0.03%
3,020
245
$222K 0.03%
1,310
-660
246
$221K 0.03%
6,598
+275
247
$219K 0.02%
5,800
248
$213K 0.02%
+36,000
249
$210K 0.02%
3,990
250
$210K 0.02%
1,867
-300
7 8 9
10
11