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
51
$5.87M 0.63%
64,820
+32,081
52
$5.16M 0.56%
95,635
+363
53
$5.02M 0.54%
56,745
-150
54
$4.89M 0.53%
113,868
55
$4.86M 0.52%
39,417
+418
56
$4.77M 0.52%
118,413
-276
57
$4.63M 0.5%
86,320
-615
58
$4.54M 0.49%
44,891
+395
59
$4.48M 0.48%
212,516
+16,842
60
$4.47M 0.48%
27,854
+210
61
$4.45M 0.48%
156,876
+3,351
62
$4.39M 0.47%
46,565
-61,745
63
$4.29M 0.46%
17,594
+2,481
64
$4.1M 0.44%
43,109
+9,152
65
$4M 0.43%
62,839
+17,869
66
$3.98M 0.43%
20,760
+560
67
$3.94M 0.43%
24,871
+1,505
68
$3.9M 0.42%
35,635
-633
69
$3.88M 0.42%
27,045
-177
70
$3.76M 0.41%
80,153
-214
71
$3.72M 0.4%
28,910
+9,317
72
$3.63M 0.39%
43,244
73
$3.51M 0.38%
24,247
+1,428
74
$3.45M 0.37%
59,473
+1,000
75
$3.43M 0.37%
59,793
-3,150
1 2
3
4 5