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
201
$416K 0.05%
7,500
202
$414K 0.04%
4,830
203
$412K 0.04%
12,000
204
$412K 0.04%
5,000
205
$411K 0.04%
6,986
206
$409K 0.04%
1,656
207
$403K 0.04%
3,610
208
$401K 0.04%
1,544
+77
209
$388K 0.04%
6,725
-175
210
$385K 0.04%
3,410
211
$385K 0.04%
3,625
212
$384K 0.04%
5,750
-100
213
$383K 0.04%
7,190
214
$383K 0.04%
2,702
215
$371K 0.04%
10,400
216
$346K 0.04%
2,151
+227
217
$345K 0.04%
1,464
218
$335K 0.04%
22,900
219
$329K 0.04%
4,500
220
$309K 0.03%
177
+9
221
$305K 0.03%
3,679
222
$303K 0.03%
2,675
223
$303K 0.03%
4,076
224
$299K 0.03%
2,190
-235
225
$295K 0.03%
3,141
6 7 8
9
10