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
51
$4.75M 0.62%
40,011
+8
52
$4.71M 0.61%
148,657
+500
53
$4.62M 0.6%
218,092
+50,319
54
$4.6M 0.6%
77,355
-2
55
$4.54M 0.59%
24,905
+15
56
$4.47M 0.58%
105,821
+102
57
$4.4M 0.57%
49,904
+150
58
$4.36M 0.56%
62,716
-19,255
59
$4.25M 0.55%
67,196
-1,100
60
$4.23M 0.55%
57,067
-44
61
$4.13M 0.53%
27,163
-125
62
$4.02M 0.52%
107,285
-9,180
63
$4.01M 0.52%
48,553
+2,638
64
$3.97M 0.51%
93,822
-81
65
$3.92M 0.51%
103,794
-752
66
$3.84M 0.5%
47,336
-420
67
$3.81M 0.49%
30,075
-20
68
$3.67M 0.48%
35,684
-98
69
$3.67M 0.48%
70,578
-300
70
$3.62M 0.47%
50,069
-200
71
$3.27M 0.42%
60,898
+1,023
72
$3.13M 0.41%
49,901
+45
73
$3.11M 0.4%
43,924
-59
74
$3.08M 0.4%
36,420
-9,133
75
$3.06M 0.4%
56,739
+1,275
1 2
3
4 5