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
126
$1.05M 0.12%
24,072
+1,178
127
$1.04M 0.12%
50,427
-2,555
128
$1M 0.12%
8,223
+336
129
$989K 0.12%
14,155
+111
130
$988K 0.12%
30,280
-11,000
131
$972K 0.11%
7,380
+2,050
132
$965K 0.11%
29,228
+395
133
$931K 0.11%
+6,241
134
$930K 0.11%
19,327
-4,351
135
$922K 0.11%
6,889
-140
136
$908K 0.11%
4,500
137
$901K 0.11%
16,625
-975
138
$882K 0.1%
25,120
-3,075
139
$871K 0.1%
9,661
+494
140
$869K 0.1%
21,056
+1,328
141
$866K 0.1%
6,862
+357
142
$853K 0.1%
7,451
-380
143
$842K 0.1%
14,191
-1,052
144
$816K 0.1%
3
145
$797K 0.09%
57,291
+2,316
146
$761K 0.09%
4,810
-165
147
$748K 0.09%
16,207
148
$745K 0.09%
5,325
149
$736K 0.09%
19,428
150
$733K 0.09%
4,492
-145
4 5
6
7 8