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
1
$23M 3.06%
566,758
-4,325
2
$19M 2.53%
194,580
-8,135
3
$18.3M 2.43%
97,742
-765
4
$18.1M 2.4%
184,239
-2,820
5
$14.7M 1.95%
206,796
-10,628
6
$14.4M 1.92%
127,121
+167
7
$12.9M 1.71%
159,898
-5,304
8
$12.9M 1.71%
166,928
+2,968
9
$12.3M 1.64%
176,484
-4,920
10
$12.1M 1.61%
48,462
-760
11
$11.9M 1.59%
230,316
-1,625
12
$11.8M 1.57%
120,833
+1,751
13
$11.5M 1.52%
280,565
-6,943
14
$10.9M 1.45%
87,568
-1,840
15
$10.5M 1.4%
112,268
+578
16
$10.4M 1.38%
188,234
-3,680
17
$9.95M 1.32%
150,512
+828
18
$9.83M 1.31%
512,736
+13,972
19
$9.54M 1.27%
193,857
+3,334
20
$9.45M 1.25%
128,469
-1,494
21
$9.21M 1.22%
186,874
+115
22
$9.19M 1.22%
73,499
-1,150
23
$9.09M 1.21%
73,255
-2,375
24
$8.7M 1.16%
76,490
+351
25
$8.24M 1.09%
100,623
-344
1
2 3 4 5