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
51
$4.88M 0.58%
111,240
-1,086
52
$4.64M 0.55%
59,909
+31
53
$4.59M 0.54%
26,472
-1,051
54
$4.55M 0.54%
84,173
-2,058
55
$4.39M 0.52%
30,501
+953
56
$4.38M 0.52%
23,457
+845
57
$4.24M 0.5%
37,186
+50
58
$4.24M 0.5%
126,444
+1,632
59
$4.19M 0.5%
73,734
-10,369
60
$4.13M 0.49%
26,943
+156
61
$3.95M 0.47%
60,649
+1,361
62
$3.68M 0.43%
39,720
+1,517
63
$3.58M 0.42%
104,768
-1,397
64
$3.54M 0.42%
27,471
+1,906
65
$3.53M 0.42%
59,345
66
$3.5M 0.41%
101,657
-357
67
$3.39M 0.4%
76,543
-3,008
68
$3.33M 0.39%
84,761
-5,691
69
$3.24M 0.38%
44,941
70
$2.99M 0.35%
43,381
+180
71
$2.97M 0.35%
40,715
-2,650
72
$2.92M 0.35%
94,366
-11,523
73
$2.91M 0.34%
69,419
+2,030
74
$2.91M 0.34%
33,810
-100
75
$2.91M 0.34%
50,040
+200
1 2
3
4 5