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
151
$679K 0.08%
8,368
+318
152
$656K 0.08%
18,498
-2
153
$636K 0.08%
2,551
154
$635K 0.08%
25,818
+851
155
$623K 0.07%
9,709
+624
156
$618K 0.07%
6,184
157
$607K 0.07%
6,345
-42
158
$600K 0.07%
13,892
159
$597K 0.07%
6,205
+770
160
$572K 0.07%
11,200
161
$556K 0.07%
3,332
-51
162
$552K 0.07%
6,020
+504
163
$543K 0.06%
8,066
-1,100
164
$528K 0.06%
6,616
-18
165
$526K 0.06%
+35,234
166
$519K 0.06%
5,464
167
$506K 0.06%
5,499
-1
168
$501K 0.06%
5,686
169
$485K 0.06%
+64,164
170
$471K 0.06%
6,026
-277
171
$462K 0.05%
2,009
+312
172
$462K 0.05%
1,949
+63
173
$451K 0.05%
9,463
174
$442K 0.05%
4,950
175
$439K 0.05%
12,868
-981
5 6
7
8 9