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
201
$464K 0.06%
23,335
-68,720
202
$462K 0.06%
3,125
-50
203
$456K 0.06%
8,000
204
$444K 0.06%
4,592
+310
205
$437K 0.06%
24,225
206
$436K 0.06%
8,066
207
$434K 0.06%
8,300
-125
208
$411K 0.05%
5,467
-1,160
209
$403K 0.05%
6,106
-1,252
210
$400K 0.05%
4,600
-150
211
$400K 0.05%
6,388
212
$394K 0.05%
10,176
213
$390K 0.05%
7,873
+1,392
214
$372K 0.05%
6,577
-35
215
$371K 0.05%
3,325
-1,575
216
$364K 0.05%
9,175
217
$358K 0.05%
+8,025
218
$350K 0.05%
8,170
+450
219
$346K 0.05%
6,633
220
$344K 0.05%
10,000
221
$342K 0.05%
20,000
222
$321K 0.04%
18,679
+8,427
223
$314K 0.04%
4,800
224
$312K 0.04%
11,330
+910
225
$298K 0.04%
3,742
+400
7 8
9
10 11