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
$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
151
$854K 0.09%
38,215
-445
152
$851K 0.09%
4,837
-20
153
$850K 0.09%
19,728
154
$841K 0.09%
16,681
+100
155
$774K 0.08%
6,820
-100
156
$757K 0.08%
19,000
+1,275
157
$749K 0.08%
13,892
158
$724K 0.08%
7,285
159
$711K 0.08%
7,810
-26
160
$686K 0.07%
11,032
161
$683K 0.07%
9,595
162
$682K 0.07%
5,325
163
$681K 0.07%
4,085
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164
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13,544
-6,404
165
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6,422
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166
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8,100
167
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19,722
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168
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169
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5,435
170
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4,450
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171
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8,125
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172
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8,860
173
$603K 0.07%
10,276
174
$597K 0.06%
6,764
-3,500
175
$591K 0.06%
12,665
+6,115
5 6
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