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
$847M
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.13M
3
+$1.06M
4
BA icon
Boeing
BA
+$931K
5
V icon
Visa
V
+$557K

Top Sells

1
+$2.24M
2
+$1.63M
3
+$1.3M
4
VZ icon
Verizon
VZ
+$1.22M
5
MMC icon
Marsh & McLennan
MMC
+$1.21M

Sector Composition

1 Technology 19.73%
2 Healthcare 17.21%
3 Financials 9.76%
4 Industrials 8.71%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$214K 0.03%
2,315
-150
227
$207K 0.02%
4,573
228
$204K 0.02%
2,735
229
$46K 0.01%
30,000
230
$3K ﹤0.01%
667
231
– –
-1,200
232
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-1,109
233
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-172
234
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-1,018
235
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-3,498
236
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-1,250
237
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-9,000
238
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-3,990
239
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-1,354
240
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-12,110
241
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-4,006
242
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-2,875
243
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-2,033
244
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-7,000
245
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-3,481
246
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-1,068
247
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-1,802
248
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-2,401
249
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-2,490
250
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-3,679
7 8 9
10
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