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
$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
151
$881K 0.1%
40,559
-2,067
152
$878K 0.1%
2,565
+160
153
$846K 0.1%
3
-1
154
$846K 0.1%
9,915
155
$841K 0.1%
9,166
156
$803K 0.09%
31,000
157
$802K 0.09%
19,728
158
$772K 0.09%
4,719
+200
159
$769K 0.09%
18,500
160
$768K 0.09%
10,364
-1,000
161
$754K 0.09%
8,805
-673
162
$744K 0.08%
19,550
-125
163
$742K 0.08%
17,166
-2,813
164
$742K 0.08%
42,982
165
$737K 0.08%
13,892
166
$735K 0.08%
7,930
-520
167
$683K 0.08%
15,173
-1,000
168
$673K 0.08%
2,464
169
$662K 0.07%
3,840
+350
170
$659K 0.07%
13,775
+7,775
171
$644K 0.07%
6,389
172
$640K 0.07%
10,276
173
$625K 0.07%
15,420
-11,965
174
$616K 0.07%
5,033
-50
175
$613K 0.07%
8,860
-396
5 6
7
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