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
76
$3.42M 0.37%
68,207
-561
77
$3.39M 0.37%
18,123
-15
78
$3.36M 0.36%
83,986
+2,189
79
$3.35M 0.36%
116,758
+6,726
80
$3.27M 0.35%
42,631
81
$3.22M 0.35%
59,095
-4,000
82
$3.1M 0.34%
57,790
-19,775
83
$3.03M 0.33%
38,361
+9,675
84
$2.99M 0.32%
113,469
-1,656
85
$2.9M 0.31%
49,300
86
$2.85M 0.31%
25,666
+659
87
$2.77M 0.3%
16,121
88
$2.75M 0.3%
20,420
-146
89
$2.5M 0.27%
22,774
+3,680
90
$2.5M 0.27%
48,075
-1,890
91
$2.48M 0.27%
33,597
-14
92
$2.47M 0.27%
13,637
+15
93
$2.46M 0.27%
93,934
-804
94
$2.33M 0.25%
34,055
-9,056
95
$2.33M 0.25%
27,018
-249
96
$2.27M 0.25%
60,020
+8,895
97
$2.25M 0.24%
67,992
-8,545
98
$2.23M 0.24%
44,757
+134
99
$2.12M 0.23%
19,732
-165
100
$2.12M 0.23%
33,974
-2,936
2 3
4
5 6