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
176
$657K 0.09%
10,822
-150
177
$656K 0.09%
7,182
-981
178
$656K 0.09%
9,618
+2,100
179
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17,675
180
$648K 0.09%
9,317
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181
$630K 0.08%
10,705
182
$628K 0.08%
+12,375
183
$627K 0.08%
41,980
+31,030
184
$590K 0.08%
6,933
+3,450
185
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10,000
-450
186
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187
$561K 0.07%
8,548
188
$546K 0.07%
19,918
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189
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34,550
-10,000
190
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12,750
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191
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7,494
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193
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4,557
194
$493K 0.07%
19,335
195
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13,900
196
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5,035
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197
$486K 0.06%
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198
$486K 0.06%
4,306
199
$468K 0.06%
13,825
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200
$466K 0.06%
1,593
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8
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