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
76
$3.01M 0.4%
49,518
-2,950
77
$2.88M 0.38%
47,677
-156
78
$2.85M 0.38%
39,180
-10,820
79
$2.8M 0.37%
49,483
80
$2.78M 0.37%
74,221
-4,000
81
$2.77M 0.37%
25,153
-4,318
82
$2.77M 0.37%
13,113
-375
83
$2.75M 0.36%
57,712
+30,850
84
$2.73M 0.36%
38,420
-200
85
$2.7M 0.36%
29,960
-520
86
$2.68M 0.36%
96,601
+46,976
87
$2.51M 0.33%
109,980
88
$2.44M 0.32%
33,591
-75
89
$2.43M 0.32%
41,671
-350
90
$2.42M 0.32%
46,590
-2,100
91
$2.37M 0.31%
31,030
-470
92
$2.3M 0.31%
19,110
-2,190
93
$2.28M 0.3%
18,292
-55
94
$2.27M 0.3%
104,105
+420
95
$2.25M 0.3%
23,208
96
$2.25M 0.3%
87,108
-688
97
$2.13M 0.28%
57,835
-62,648
98
$2.04M 0.27%
87,848
-2,138
99
$2.02M 0.27%
34,330
100
$1.98M 0.26%
39,784
-125
2 3
4
5 6