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
26
$9.65M 1.09%
121,475
-10,479
27
$9.31M 1.05%
166,900
+17,120
28
$8.95M 1.01%
52,994
-461
29
$8.83M 1%
175,503
-1,325
30
$8.8M 1%
84,246
-240
31
$8.72M 0.99%
197,066
-200
32
$8.63M 0.98%
148,720
+3,758
33
$8.53M 0.97%
30,931
+3,451
34
$8.37M 0.95%
76,845
-1,116
35
$8.14M 0.92%
95,821
+497
36
$8.06M 0.91%
86,947
-752
37
$7.97M 0.9%
190,948
+11,664
38
$7.92M 0.9%
111,762
-2,276
39
$7.9M 0.89%
49,930
-25
40
$7.58M 0.86%
176,104
41
$7.45M 0.84%
115,747
+4,607
42
$7.15M 0.81%
41,652
+727
43
$6.86M 0.78%
41,679
-3,625
44
$6.52M 0.74%
112,524
+1,765
45
$6.46M 0.73%
105,833
+1,575
46
$6.4M 0.72%
152,480
-3,669
47
$6.3M 0.71%
63,867
-200
48
$6.02M 0.68%
38,400
-375
49
$5.92M 0.67%
90,593
-4,460
50
$5.89M 0.67%
199,790
-3,051
1
2
3 4 5