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
51
$4.61M 0.61%
72,415
-33,243
52
$4.55M 0.6%
98,769
53
$4.44M 0.59%
145,824
-2,834
54
$4.37M 0.58%
55,435
+700
55
$4.26M 0.57%
103,855
-855
56
$4.25M 0.56%
78,459
-210
57
$4.22M 0.56%
251,020
-4,800
58
$4.1M 0.55%
56,981
+56
59
$4.07M 0.54%
71,072
-2,004
60
$3.99M 0.53%
111,160
+790
61
$3.96M 0.53%
51,155
-130
62
$3.96M 0.53%
102,749
+169
63
$3.94M 0.52%
101,923
-980
64
$3.83M 0.51%
170,818
-70,281
65
$3.8M 0.51%
72,379
-483
66
$3.79M 0.5%
143,890
+92,780
67
$3.71M 0.49%
54,678
-1,099
68
$3.68M 0.49%
56,794
-75
69
$3.65M 0.48%
47,917
-1,662
70
$3.44M 0.46%
39,193
+673
71
$3.37M 0.45%
45,070
+5,584
72
$3.29M 0.44%
53,850
-2,725
73
$3.21M 0.43%
96,912
74
$3.13M 0.42%
63,959
-6,570
75
$3.05M 0.4%
43,303
-7,550
1 2
3
4 5