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
201
$305K 0.04%
2,640
202
$301K 0.04%
2,090
-75
203
$300K 0.04%
7,040
-961
204
$297K 0.04%
+11,957
205
$294K 0.03%
8,658
206
$292K 0.03%
11,557
207
$290K 0.03%
42,982
208
$288K 0.03%
2,702
209
$285K 0.03%
5,013
-357
210
$285K 0.03%
10,000
211
$270K 0.03%
618
212
$270K 0.03%
10,276
213
$266K 0.03%
6,718
214
$264K 0.03%
3,141
215
$262K 0.03%
5,750
216
$254K 0.03%
8,839
-1,812
217
$247K 0.03%
4,871
218
$244K 0.03%
1,699
+224
219
$227K 0.03%
3,306
-1,135
220
$225K 0.03%
4,900
221
$225K 0.03%
22,900
222
$223K 0.03%
16,509
-1,390
223
$222K 0.03%
3,308
-405
224
$217K 0.03%
13,900
-110
225
$217K 0.03%
+32,920
7 8
9
10 11