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
176
$611K 0.07%
10,400
+400
177
$599K 0.07%
5,435
178
$598K 0.07%
8,100
179
$590K 0.07%
4,370
180
$579K 0.07%
11,032
181
$578K 0.07%
3,713
182
$569K 0.06%
10,709
183
$569K 0.06%
8,980
184
$567K 0.06%
6,930
+350
185
$561K 0.06%
10,117
-3,815
186
$559K 0.06%
5,325
187
$559K 0.06%
8,285
+4,605
188
$556K 0.06%
+2,282
189
$556K 0.06%
5,230
190
$552K 0.06%
19,317
191
$538K 0.06%
3,416
192
$535K 0.06%
5,858
193
$533K 0.06%
6,907
194
$499K 0.06%
11,200
195
$495K 0.06%
5,315
196
$491K 0.06%
11,640
-7,337
197
$486K 0.06%
5,025
198
$465K 0.05%
7,157
+76
199
$462K 0.05%
5,977
+350
200
$454K 0.05%
224
-26
6 7
8
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