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
51
$5.83M 0.66%
28,580
52
$5.63M 0.64%
154,303
-2,165
53
$5.55M 0.63%
82,878
-9,911
54
$5.46M 0.62%
62,429
-350
55
$5.44M 0.62%
123,461
-121,348
56
$5.29M 0.6%
27,377
+1,301
57
$5.23M 0.59%
25,270
+1,297
58
$5.22M 0.59%
163,671
-1,361
59
$5.16M 0.58%
40,776
-2,510
60
$5.1M 0.58%
288,753
+1,057
61
$5.03M 0.57%
23,099
+1,005
62
$4.62M 0.52%
57,265
-278
63
$4.55M 0.51%
43,641
+1,210
64
$4.45M 0.5%
102,582
-1,100
65
$4.36M 0.49%
87,713
-775
66
$4.36M 0.49%
44,754
+80
67
$4.15M 0.47%
33,352
68
$4.11M 0.47%
119,464
-105
69
$4.11M 0.47%
95,547
-880
70
$3.9M 0.44%
40,849
-1,025
71
$3.86M 0.44%
43,953
-551
72
$3.72M 0.42%
92,850
-738
73
$3.71M 0.42%
71,542
+158
74
$3.68M 0.42%
27,239
+500
75
$3.64M 0.41%
64,134
1 2
3
4 5