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
$753M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.67M
3
+$1.6M
4
VZ icon
Verizon
VZ
+$1.47M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.3M

Top Sells

1
+$2.31M
2
+$2.12M
3
+$1.58M
4
MCD icon
McDonald's
MCD
+$1.43M
5
AMX icon
America Movil
AMX
+$1.37M

Sector Composition

1 Healthcare 16.95%
2 Industrials 13.94%
3 Technology 12.2%
4 Consumer Staples 9.97%
5 Energy 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.86M 1.04%
94,172
-1,463
27
$7.78M 1.03%
246,774
+60
28
$7.51M 1%
57,365
+260
29
$7.27M 0.97%
82,590
-4,230
30
$7.15M 0.95%
170,037
-2,115
31
$7.06M 0.94%
169,358
+4,967
32
$6.71M 0.89%
36,480
-602
33
$6.66M 0.88%
55,624
-1,200
34
$6.66M 0.88%
61,624
+239
35
$6.65M 0.88%
67,795
-14,590
36
$6.34M 0.84%
171,692
-400
37
$6.02M 0.8%
113,992
38
$5.97M 0.79%
85,971
+110
39
$5.95M 0.79%
118,306
-2,645
40
$5.91M 0.79%
109,143
-299
41
$5.67M 0.75%
69,262
-1,550
42
$5.53M 0.73%
102,352
-1,850
43
$5.51M 0.73%
48,615
-203
44
$5.43M 0.72%
104,121
+7,506
45
$5.41M 0.72%
66,415
-1,255
46
$5.31M 0.71%
105,279
+327
47
$5.29M 0.7%
103,018
-82
48
$5.17M 0.69%
216,324
+220
49
$5.04M 0.67%
42,346
-2,144
50
$4.68M 0.62%
113,399
+150
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