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
$925M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$2.9M
3
+$2.31M
4
CVS icon
CVS Health
CVS
+$2.12M
5
V icon
Visa
V
+$1.74M

Top Sells

1
+$7.75M
2
+$5.83M
3
+$2.7M
4
AMT icon
American Tower
AMT
+$2.17M
5
KMI icon
Kinder Morgan
KMI
+$1.46M

Sector Composition

1 Healthcare 16.89%
2 Technology 16.36%
3 Industrials 11.15%
4 Consumer Staples 8.91%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.16%
31,272
-234
27
$10.7M 1.15%
132,158
-5,057
28
$10.5M 1.14%
53,287
+1,118
29
$10.5M 1.13%
178,760
+9,140
30
$10.4M 1.12%
54,420
+37,193
31
$10.1M 1.09%
96,132
-1,475
32
$10.1M 1.09%
170,128
+281
33
$10M 1.08%
36,618
+5,029
34
$9.89M 1.07%
191,125
-2,350
35
$9.55M 1.03%
52,477
+4,707
36
$8.91M 0.96%
184,304
+1,444
37
$8.9M 0.96%
72,590
-3,145
38
$8.63M 0.93%
172,645
-1,144
39
$8.48M 0.92%
106,027
-1,012
40
$8.25M 0.89%
102,151
-598
41
$8.06M 0.87%
101,631
-5,308
42
$7.5M 0.81%
41,759
+82
43
$7.15M 0.77%
61,053
-1,455
44
$7.1M 0.77%
131,685
+39,358
45
$7.09M 0.77%
37,321
-967
46
$6.99M 0.76%
40,250
-98
47
$6.94M 0.75%
106,713
-2,091
48
$6.04M 0.65%
74,963
-1,366
49
$5.96M 0.64%
28,310
-270
50
$5.92M 0.64%
26,492
+1,373
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2
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