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
$772M
AUM Growth
-$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.07M
3
+$946K
4
KMI icon
Kinder Morgan
KMI
+$672K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$451K

Top Sells

1
+$2.07M
2
+$2.03M
3
+$1.34M
4
SYNT
Syntel Inc
SYNT
+$1.3M
5
AL icon
Air Lease Corp
AL
+$931K

Sector Composition

1 Healthcare 18.17%
2 Industrials 13.87%
3 Technology 12.23%
4 Consumer Staples 10.95%
5 Financials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 2.59%
169,045
-5,123
2
$19.2M 2.49%
678,888
-2,200
3
$17.9M 2.31%
82,546
+818
4
$16.9M 2.19%
194,034
-4,040
5
$15.4M 2%
147,800
+2,025
6
$14.9M 1.93%
152,742
-1,320
7
$14.2M 1.84%
125,427
-529
8
$14.1M 1.83%
116,041
-1,641
9
$13.9M 1.8%
112,232
-167
10
$13.9M 1.8%
149,676
-21,947
11
$13.7M 1.77%
363,456
-397
12
$13.2M 1.71%
166,508
-5,412
13
$12.9M 1.67%
201,203
-5,732
14
$12.4M 1.61%
138,640
-7,758
15
$12.4M 1.61%
43,982
-86
16
$12.2M 1.59%
182,043
-4,150
17
$11.5M 1.49%
143,002
-10,752
18
$10.9M 1.41%
76,485
-258
19
$10.8M 1.4%
88,524
-92
20
$10.7M 1.39%
172,456
-498
21
$10.4M 1.35%
132,532
-2,053
22
$10.1M 1.31%
131,043
-95
23
$9.94M 1.29%
68,774
-27
24
$9.65M 1.25%
125,092
+1,283
25
$9.61M 1.25%
244,714
-1,975
1
2 3 4 5