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
176
$437K 0.05%
10,300
177
$435K 0.05%
42,425
+1,290
178
$432K 0.05%
12,820
+1,889
179
$424K 0.05%
12,000
180
$416K 0.05%
4,350
181
$394K 0.05%
7,525
182
$381K 0.05%
10,913
-4,960
183
$373K 0.04%
7,810
+806
184
$373K 0.04%
3,750
185
$370K 0.04%
7,822
-262
186
$356K 0.04%
1,473
187
$350K 0.04%
3,500
188
$347K 0.04%
3,410
189
$347K 0.04%
3,710
190
$345K 0.04%
7,550
191
$343K 0.04%
4,331
-71
192
$342K 0.04%
4,830
193
$341K 0.04%
5,450
194
$340K 0.04%
6,805
195
$338K 0.04%
11,556
196
$335K 0.04%
6,630
197
$327K 0.04%
4,986
-1
198
$324K 0.04%
2,897
199
$320K 0.04%
10,380
200
$315K 0.04%
4,788
+84
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8
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