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
$847M
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.13M
3
+$1.06M
4
BA icon
Boeing
BA
+$931K
5
V icon
Visa
V
+$557K

Top Sells

1
+$2.24M
2
+$1.63M
3
+$1.3M
4
VZ icon
Verizon
VZ
+$1.22M
5
MMC icon
Marsh & McLennan
MMC
+$1.21M

Sector Composition

1 Technology 19.73%
2 Healthcare 17.21%
3 Financials 9.76%
4 Industrials 8.71%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.94M 1.17%
31,874
+1,651
27
$9.82M 1.16%
292,616
-1,626
28
$9.66M 1.14%
36,755
-2,974
29
$9.46M 1.12%
56,847
+597
30
$9.36M 1.11%
177,325
-10,999
31
$8.98M 1.06%
151,443
+4,845
32
$8.92M 1.05%
159,001
-8,667
33
$8.9M 1.05%
74,071
+403
34
$8.23M 0.97%
104,274
-217
35
$8.09M 0.96%
150,650
-22,636
36
$7.56M 0.89%
39,728
+358
37
$7.1M 0.84%
57,896
-527
38
$7.02M 0.83%
111,535
-515
39
$6.97M 0.82%
94,885
-6,377
40
$6.91M 0.82%
28,206
41
$6.85M 0.81%
93,281
-1,457
42
$6.28M 0.74%
25,913
+58
43
$6.13M 0.72%
82,003
-21,759
44
$6.03M 0.71%
36,487
-777
45
$5.6M 0.66%
73,486
-86
46
$5.47M 0.65%
159,652
-389
47
$5.05M 0.6%
56,097
-928
48
$4.98M 0.59%
15,655
+1,451
49
$4.94M 0.58%
68,151
+14,628
50
$4.88M 0.58%
21,767
-872
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