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
101
$2.04M 0.26%
46,486
-200
102
$1.88M 0.24%
14,646
+2,500
103
$1.87M 0.24%
29,463
-465
104
$1.86M 0.24%
23,035
+275
105
$1.85M 0.24%
25,480
-2,263
106
$1.84M 0.24%
26,735
-4,200
107
$1.83M 0.24%
20,013
-727
108
$1.82M 0.24%
18,753
-3,500
109
$1.82M 0.24%
86,717
-227
110
$1.81M 0.23%
76,592
-3,550
111
$1.74M 0.23%
27,161
-90
112
$1.7M 0.22%
14,675
-478
113
$1.67M 0.22%
51,995
-1,275
114
$1.66M 0.21%
25,858
115
$1.63M 0.21%
30,882
+39
116
$1.6M 0.21%
48,280
+7,920
117
$1.6M 0.21%
38,091
-31,100
118
$1.58M 0.2%
28,841
-650
119
$1.58M 0.2%
13,153
120
$1.5M 0.19%
37,340
-20
121
$1.46M 0.19%
32,980
-15,308
122
$1.45M 0.19%
11,498
-2,080
123
$1.44M 0.19%
8,211
-567
124
$1.43M 0.19%
13,250
125
$1.39M 0.18%
16,027
+857
3 4
5
6 7