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
126
$1.37M 0.18%
9,555
+1,425
127
$1.35M 0.18%
30,350
-900
128
$1.35M 0.17%
28,580
+9,550
129
$1.34M 0.17%
11,395
-150
130
$1.32M 0.17%
131,695
-1,764
131
$1.32M 0.17%
19,359
-175
132
$1.27M 0.16%
49,376
-3,801
133
$1.24M 0.16%
5,402
-540
134
$1.21M 0.16%
13,484
-33
135
$1.2M 0.15%
9,507
+145
136
$1.18M 0.15%
10,612
+47
137
$1.16M 0.15%
15,500
+1,000
138
$1.14M 0.15%
27,239
-120
139
$1.08M 0.14%
5
140
$1.07M 0.14%
12,893
+950
141
$1.05M 0.14%
10,466
-600
142
$1.04M 0.13%
10,449
-292
143
$1.01M 0.13%
9,068
144
$999K 0.13%
8,123
-115
145
$973K 0.13%
19,441
-1,525
146
$964K 0.12%
4,300
-625
147
$952K 0.12%
13,504
-2,050
148
$946K 0.12%
+22,198
149
$909K 0.12%
13,380
-2,070
150
$882K 0.11%
13,834
4 5
6
7 8