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
$772M
AUM Growth
-$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.07M
3
+$946K
4
KMI icon
Kinder Morgan
KMI
+$672K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$451K

Top Sells

1
+$2.07M
2
+$2.03M
3
+$1.34M
4
SYNT
Syntel Inc
SYNT
+$1.3M
5
AL icon
Air Lease Corp
AL
+$931K

Sector Composition

1 Healthcare 18.17%
2 Industrials 13.87%
3 Technology 12.23%
4 Consumer Staples 10.95%
5 Financials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.87M 1.15%
168,529
+261
27
$8.7M 1.13%
79,970
-2,129
28
$7.89M 1.02%
99,918
-1,904
29
$7M 0.91%
60,165
-1,090
30
$6.91M 0.9%
55,069
-405
31
$6.75M 0.87%
113,295
-2,155
32
$6.68M 0.87%
45,330
-807
33
$6.55M 0.85%
113,656
-3,130
34
$6.42M 0.83%
178,626
-10,020
35
$6.41M 0.83%
212,251
+45,708
36
$6.35M 0.82%
198,908
-2,113
37
$6.26M 0.81%
270,848
+29,067
38
$6.26M 0.81%
51,813
-200
39
$5.98M 0.77%
94,788
+2,117
40
$5.83M 0.76%
164,489
+2,249
41
$5.69M 0.74%
58,537
-1,618
42
$5.66M 0.73%
81,352
-1,050
43
$5.62M 0.73%
68,855
-271
44
$5.59M 0.72%
111,880
-220
45
$5.57M 0.72%
132,980
-2,280
46
$5.54M 0.72%
48,034
-42
47
$5.32M 0.69%
59,726
-193
48
$4.99M 0.65%
108,519
-1,530
49
$4.98M 0.65%
155,101
-429
50
$4.97M 0.64%
162,652
-12,500
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2
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