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
101
$2.11M 0.23%
27,240
+249
102
$2.02M 0.22%
10,641
-20
103
$2.01M 0.22%
18,368
-923
104
$2M 0.22%
58,307
-78,627
105
$1.98M 0.21%
17,109
+28
106
$1.96M 0.21%
41,113
-279
107
$1.92M 0.21%
81,084
-388
108
$1.86M 0.2%
11,399
+379
109
$1.85M 0.2%
12,917
-200
110
$1.81M 0.2%
44,216
-465
111
$1.78M 0.19%
35,891
-2,837
112
$1.74M 0.19%
35,970
-10,870
113
$1.72M 0.19%
39,571
+3,202
114
$1.72M 0.19%
16,344
+1,126
115
$1.61M 0.17%
17,851
+150
116
$1.58M 0.17%
41,305
+1,675
117
$1.56M 0.17%
13,250
118
$1.56M 0.17%
15,000
+1,300
119
$1.49M 0.16%
4,940
+191
120
$1.47M 0.16%
13,580
121
$1.45M 0.16%
5,443
+3,061
122
$1.44M 0.16%
5,853
+1,040
123
$1.44M 0.16%
71,851
-73,095
124
$1.42M 0.15%
30,118
+433
125
$1.41M 0.15%
11,352
-58
3 4
5
6 7