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
$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
251
$208K 0.02%
+1,980
252
$205K 0.02%
9,000
253
$204K 0.02%
4,006
254
$203K 0.02%
+3,348
255
$78K 0.01%
2,250
256
$45K 0.01%
1,570
257
$23K ﹤0.01%
408
258
$5K ﹤0.01%
667
259
– –
-20,000
260
– –
-4,400
261
– –
-1,500
262
– –
-6,000
263
– –
-22,636
264
– –
-13,000
7 8 9 10
11