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
176
$572K 0.07%
5,230
+2,630
177
$569K 0.07%
4,500
178
$557K 0.07%
11,630
+2,600
179
$552K 0.07%
13,850
180
$543K 0.07%
9,956
-100
181
$519K 0.07%
4,007
-67
182
$505K 0.07%
8,805
183
$498K 0.06%
7,157
-3,500
184
$483K 0.06%
10,276
185
$478K 0.06%
6,000
186
$472K 0.06%
11,032
187
$464K 0.06%
19,317
188
$456K 0.06%
3,735
-69
189
$447K 0.06%
6,458
-17
190
$426K 0.06%
5,600
-100
191
$424K 0.06%
3,840
192
$413K 0.05%
3,381
-35
193
$406K 0.05%
9,050
194
$400K 0.05%
8,850
195
$396K 0.05%
4,395
196
$389K 0.05%
5,325
197
$386K 0.05%
8,100
198
$382K 0.05%
8,050
199
$372K 0.05%
6,605
-1,150
200
$370K 0.05%
31,000
6 7
8
9 10