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
$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
126
$1.4M 0.15%
17,445
-700
127
$1.4M 0.15%
44,725
+7,315
128
$1.38M 0.15%
17,007
-4,897
129
$1.36M 0.15%
25,235
130
$1.31M 0.14%
8,581
131
$1.29M 0.14%
22,568
132
$1.27M 0.14%
14,616
-191
133
$1.27M 0.14%
9,765
-50
134
$1.25M 0.13%
26,000
135
$1.19M 0.13%
22,577
-4,678
136
$1.13M 0.12%
7,127
-490
137
$1.08M 0.12%
4,500
138
$1.06M 0.11%
18,500
139
$1.05M 0.11%
8,122
-19
140
$1.03M 0.11%
9,166
141
$1.02M 0.11%
16,323
+50
142
$1M 0.11%
5,100
143
$962K 0.1%
10,373
-265
144
$948K 0.1%
3,915
+170
145
$917K 0.1%
3,222
+753
146
$904K 0.1%
3
147
$876K 0.09%
13,130
148
$871K 0.09%
23,120
149
$871K 0.09%
6,393
-280
150
$857K 0.09%
5,330
+10
4 5
6
7 8