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
101
$1.97M 0.26%
29,910
-345
102
$1.94M 0.26%
26,609
-7,202
103
$1.93M 0.26%
46,025
-250
104
$1.82M 0.24%
21,499
+225
105
$1.78M 0.24%
23,090
+6,145
106
$1.78M 0.24%
14,870
-6,700
107
$1.78M 0.24%
19,900
+350
108
$1.78M 0.24%
13,395
-160
109
$1.75M 0.23%
21,817
+1,354
110
$1.73M 0.23%
65,349
+3,739
111
$1.67M 0.22%
+44,725
112
$1.65M 0.22%
22,026
-160
113
$1.63M 0.22%
96,424
-307
114
$1.6M 0.21%
77,025
-3,525
115
$1.6M 0.21%
+22,838
116
$1.57M 0.21%
45,531
117
$1.56M 0.21%
21,117
-1,900
118
$1.46M 0.19%
19,873
-25
119
$1.46M 0.19%
10,915
-775
120
$1.44M 0.19%
25,550
+550
121
$1.43M 0.19%
13,569
-3,573
122
$1.41M 0.19%
38,218
+929
123
$1.41M 0.19%
26,042
-1,405
124
$1.35M 0.18%
20,275
+225
125
$1.33M 0.18%
38,395
3 4
5
6 7