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
151
$959K 0.13%
13,035
-445
152
$950K 0.13%
20,873
-805
153
$944K 0.13%
40,029
+1,104
154
$916K 0.12%
16,980
-1,840
155
$911K 0.12%
28,052
+725
156
$906K 0.12%
11,145
157
$904K 0.12%
7,918
-846
158
$895K 0.12%
6,189
-620
159
$855K 0.11%
12,804
160
$834K 0.11%
9,600
161
$820K 0.11%
8,890
162
$781K 0.1%
15,400
-1,800
163
$775K 0.1%
15,900
164
$767K 0.1%
6,596
-518
165
$765K 0.1%
7,265
-370
166
$749K 0.1%
4
167
$739K 0.1%
14,625
-2,400
168
$731K 0.1%
13,032
169
$725K 0.1%
16,470
+2,850
170
$712K 0.09%
7,211
-125
171
$674K 0.09%
17,130
172
$674K 0.09%
6,540
-475
173
$673K 0.09%
4,950
174
$668K 0.09%
8,228
+1,375
175
$659K 0.09%
+13,070
5 6
7
8 9