BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
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
201
$454K 0.05%
6,986
202
$452K 0.05%
3,330
+805
203
$423K 0.05%
2,702
204
$415K 0.05%
7,089
-925
205
$414K 0.05%
2,027
-61
206
$412K 0.05%
5,550
207
$409K 0.05%
22,900
-1,000
208
$408K 0.05%
1,217
-50
209
$403K 0.05%
5,900
210
$400K 0.05%
3,625
-125
211
$394K 0.04%
5,031
-257
212
$391K 0.04%
7,500
-300
213
$386K 0.04%
12,000
214
$385K 0.04%
+4,635
215
$379K 0.04%
8,400
-150
216
$378K 0.04%
1,540
-10
217
$377K 0.04%
3,694
218
$357K 0.04%
6,450
219
$356K 0.04%
5,000
220
$354K 0.04%
5,473
221
$341K 0.04%
+5,525
222
$338K 0.04%
2,025
-2,822
223
$330K 0.04%
4,500
224
$329K 0.04%
1,816
-944
225
$319K 0.04%
2,750
7 8
9
10 11