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
76
$2.85M 0.34%
58,723
+228
77
$2.81M 0.33%
137,136
78
$2.81M 0.33%
93,222
-712
79
$2.65M 0.31%
18,123
80
$2.61M 0.31%
68,693
-34,112
81
$2.59M 0.31%
63,192
-509
82
$2.57M 0.3%
26,587
-816
83
$2.39M 0.28%
42,804
-4,775
84
$2.39M 0.28%
23,082
+200
85
$2.34M 0.28%
46,800
86
$2.29M 0.27%
22,381
-2,226
87
$2.23M 0.26%
33,611
-50
88
$2.21M 0.26%
10,924
+299
89
$2.11M 0.25%
16,057
-285
90
$2.08M 0.25%
25,450
-220
91
$2.05M 0.24%
15,827
-97
92
$2.04M 0.24%
7,103
+142
93
$2.03M 0.24%
42,019
-6,929
94
$1.99M 0.23%
90,265
+3,622
95
$1.89M 0.22%
48,839
-1,946
96
$1.86M 0.22%
236,448
-6,567
97
$1.85M 0.22%
6,480
+1,070
98
$1.79M 0.21%
12,632
-150
99
$1.74M 0.21%
102,737
-9
100
$1.62M 0.19%
15,240
2 3
4
5 6