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
101
$1.61M 0.19%
12,646
+647
102
$1.6M 0.19%
55,675
-5,420
103
$1.6M 0.19%
17,850
+452
104
$1.56M 0.18%
30,735
+160
105
$1.53M 0.18%
16,884
-112
106
$1.51M 0.18%
18,325
-193
107
$1.51M 0.18%
16,195
108
$1.5M 0.18%
13,110
109
$1.49M 0.18%
5,770
+444
110
$1.45M 0.17%
21,490
111
$1.41M 0.17%
10,994
-116
112
$1.4M 0.17%
16,318
-2,000
113
$1.39M 0.16%
32,892
114
$1.38M 0.16%
35,523
-268
115
$1.36M 0.16%
40,808
-943
116
$1.35M 0.16%
11,125
+137
117
$1.35M 0.16%
9,726
-50
118
$1.34M 0.16%
23,731
-329
119
$1.33M 0.16%
36,911
-380
120
$1.25M 0.15%
27,316
121
$1.24M 0.15%
4,678
-287
122
$1.21M 0.14%
15,985
+400
123
$1.12M 0.13%
23,000
-3,000
124
$1.12M 0.13%
13,555
-25
125
$1.07M 0.13%
9,041
+105
3 4
5
6 7