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
$925M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$2.9M
3
+$2.31M
4
CVS icon
CVS Health
CVS
+$2.12M
5
V icon
Visa
V
+$1.74M

Top Sells

1
+$7.75M
2
+$5.83M
3
+$2.7M
4
AMT icon
American Tower
AMT
+$2.17M
5
KMI icon
Kinder Morgan
KMI
+$1.46M

Sector Composition

1 Healthcare 16.89%
2 Technology 16.36%
3 Industrials 11.15%
4 Consumer Staples 8.91%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$284K 0.03%
1,416
-5
227
$282K 0.03%
740
-324
228
$263K 0.03%
+2,750
229
$263K 0.03%
2,705
230
$255K 0.03%
3,938
231
$253K 0.03%
3,498
232
$227K 0.02%
6,702
233
$226K 0.02%
+14,040
234
$224K 0.02%
+1,672
235
$224K 0.02%
1,541
236
$216K 0.02%
+2,885
237
$215K 0.02%
9,000
238
$214K 0.02%
+618
239
$210K 0.02%
+2,735
240
$210K 0.02%
3,195
-100
241
$206K 0.02%
+3,990
242
– –
0
243
$21K ﹤0.01%
1,570
244
$10K ﹤0.01%
750
245
$4K ﹤0.01%
667
246
– –
-6,950
247
– –
-2,389
248
– –
-49,673
249
– –
-5,800
250
– –
-8,891
6 7 8 9
10