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
176
$573K 0.06%
11,857
177
$573K 0.06%
12,588
178
$570K 0.06%
15,435
-63
179
$554K 0.06%
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180
$548K 0.06%
1,926
-25
181
$541K 0.06%
3,540
+50
182
$534K 0.06%
11,200
183
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4,350
-20
184
$531K 0.06%
8,400
-200
185
$530K 0.06%
2,027
186
$519K 0.06%
5,508
-50
187
$515K 0.06%
6,135
188
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6,570
-77
189
$503K 0.05%
8,280
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190
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5,500
-477
191
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6,981
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192
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193
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194
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4,791
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195
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196
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5,786
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197
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13,077
-691
198
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5,025
-150
199
$424K 0.05%
5,550
200
$422K 0.05%
8,084
+1,058
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