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
151
$873K 0.11%
7,032
152
$864K 0.11%
4,887
-1
153
$840K 0.11%
6,389
-50
154
$835K 0.11%
10,400
155
$835K 0.11%
37,064
-166
156
$835K 0.11%
32,600
157
$816K 0.11%
34,300
+3,425
158
$806K 0.1%
9,326
-1,429
159
$796K 0.1%
18,302
-6,718
160
$792K 0.1%
9,434
+485
161
$771K 0.1%
9,140
+5
162
$771K 0.1%
20,000
163
$759K 0.1%
5,100
164
$690K 0.09%
20,394
+83
165
$673K 0.09%
21,740
166
$658K 0.09%
10,075
-487
167
$654K 0.08%
9,925
+2,475
168
$645K 0.08%
11,905
-188
169
$642K 0.08%
12,910
+900
170
$625K 0.08%
9,882
+3,522
171
$608K 0.08%
55,982
-5,512
172
$605K 0.08%
5,283
173
$597K 0.08%
14,898
-2
174
$589K 0.08%
13,524
175
$576K 0.07%
4,218
+2,380
5 6
7
8 9