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
76
$3.6M 0.41%
82,115
-3,473
77
$3.55M 0.4%
26,103
-81
78
$3.5M 0.4%
60,098
-443
79
$3.37M 0.38%
17,251
+561
80
$3.35M 0.38%
49,160
+2,705
81
$3.23M 0.37%
49,847
-100
82
$3.14M 0.36%
13,435
+962
83
$3.06M 0.35%
+32,150
84
$2.99M 0.34%
45,875
-21,762
85
$2.91M 0.33%
27,800
-35
86
$2.91M 0.33%
18,676
+115
87
$2.9M 0.33%
14,916
-85
88
$2.87M 0.32%
21,465
-3,833
89
$2.79M 0.32%
18,473
90
$2.77M 0.31%
49,040
+860
91
$2.72M 0.31%
19,940
+1,383
92
$2.69M 0.3%
82,011
-885
93
$2.65M 0.3%
11,682
-136
94
$2.64M 0.3%
19,826
-486
95
$2.53M 0.29%
16,246
-38,823
96
$2.51M 0.28%
21,340
-110
97
$2.33M 0.26%
42,092
-260
98
$2.32M 0.26%
52,945
-17,480
99
$2.3M 0.26%
42,460
+1,010
100
$2.24M 0.25%
43,235
-805
2 3
4
5 6