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
126
$1.32M 0.18%
14,893
+392
127
$1.31M 0.17%
16,557
-515
128
$1.3M 0.17%
31,792
+575
129
$1.29M 0.17%
64,350
-1,850
130
$1.29M 0.17%
19,625
-1,275
131
$1.27M 0.17%
19,225
+1,500
132
$1.24M 0.16%
16,109
-2,500
133
$1.19M 0.16%
13,499
+275
134
$1.17M 0.15%
25,975
-1,025
135
$1.14M 0.15%
9,148
136
$1.13M 0.15%
77,017
-3,375
137
$1.12M 0.15%
15,775
138
$1.1M 0.15%
15,800
139
$1.08M 0.14%
41,866
-4,750
140
$1.06M 0.14%
11,900
141
$1.06M 0.14%
8,575
142
$1.04M 0.14%
11,185
-100
143
$1.04M 0.14%
18,100
-1,800
144
$1.01M 0.13%
+30,100
145
$1.01M 0.13%
12,170
-100
146
$985K 0.13%
10,845
147
$983K 0.13%
11,316
148
$971K 0.13%
11,291
149
$969K 0.13%
15,016
150
$960K 0.13%
11,292
4 5
6
7 8