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
76
$3.02M 0.39%
29,564
-20,236
77
$2.98M 0.39%
18,765
-350
78
$2.93M 0.38%
39,495
-500
79
$2.89M 0.37%
37,055
+895
80
$2.87M 0.37%
63,130
-1,366
81
$2.82M 0.37%
42,139
-1,100
82
$2.82M 0.37%
72,460
+8,920
83
$2.69M 0.35%
19,367
-216
84
$2.59M 0.34%
48,796
-700
85
$2.54M 0.33%
38,215
-690
86
$2.54M 0.33%
27,322
-7,957
87
$2.53M 0.33%
27,477
+63
88
$2.52M 0.33%
15,100
-500
89
$2.51M 0.33%
87,981
-32,587
90
$2.48M 0.32%
38,504
+524
91
$2.38M 0.31%
114,560
92
$2.34M 0.3%
17,161
-75
93
$2.32M 0.3%
23,980
-375
94
$2.26M 0.29%
73,818
-65
95
$2.25M 0.29%
18,014
+170
96
$2.2M 0.28%
17,076
-40
97
$2.19M 0.28%
58,552
-1,339
98
$2.17M 0.28%
31,648
-1,202
99
$2.16M 0.28%
19,166
-327
100
$2.09M 0.27%
11,949
+1,998
2 3
4
5 6