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
101
$2.21M 0.25%
95,618
102
$2.17M 0.25%
78,932
-2,979
103
$2.17M 0.25%
15,454
+30
104
$2.11M 0.24%
49,096
-200
105
$2.1M 0.24%
16,976
+4,461
106
$2.1M 0.24%
52,775
-7,350
107
$2.08M 0.23%
14,408
-525
108
$2.01M 0.23%
82,735
+8,534
109
$2M 0.23%
29,572
-1,467
110
$1.99M 0.23%
10,775
-395
111
$1.92M 0.22%
18,701
+126
112
$1.91M 0.22%
19,476
-150
113
$1.85M 0.21%
14,543
-57
114
$1.77M 0.2%
43,160
+513
115
$1.75M 0.2%
22,230
-1,128
116
$1.73M 0.2%
12,510
117
$1.72M 0.19%
17,943
+3,055
118
$1.69M 0.19%
26,991
-8,300
119
$1.66M 0.19%
24,626
+7,425
120
$1.66M 0.19%
25,235
-298
121
$1.58M 0.18%
12,682
-2,872
122
$1.49M 0.17%
26,518
-305
123
$1.48M 0.17%
10,727
124
$1.47M 0.17%
26,000
125
$1.44M 0.16%
14,164
+75
3 4
5
6 7