BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
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
126
$1.42M 0.16%
29,787
-354
127
$1.4M 0.16%
13,250
128
$1.39M 0.16%
18,225
-1,075
129
$1.39M 0.16%
35,555
+460
130
$1.38M 0.16%
13,053
-1,220
131
$1.33M 0.15%
27,310
-2,062
132
$1.32M 0.15%
4,500
133
$1.24M 0.14%
15,170
-572
134
$1.22M 0.14%
13,580
135
$1.22M 0.14%
37,225
-2,675
136
$1.21M 0.14%
17,454
-125
137
$1.18M 0.13%
11,203
-125
138
$1.17M 0.13%
9,527
-1,021
139
$1.15M 0.13%
7,032
140
$1.15M 0.13%
4,230
141
$1.14M 0.13%
34,875
+12,620
142
$1.12M 0.13%
13,750
143
$1.06M 0.12%
17,750
-3,175
144
$1.04M 0.12%
5,100
145
$989K 0.11%
4,075
+305
146
$977K 0.11%
13,338
-250
147
$920K 0.1%
13,210
-745
148
$886K 0.1%
6,673
-750
149
$882K 0.1%
16,356
+2,606
150
$882K 0.1%
14,043
4 5
6
7 8