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
$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
1
$28.3M 3.2%
611,544
-2,204
2
$21.1M 2.39%
77,827
+80
3
$20M 2.27%
141,468
-1,116
4
$18.9M 2.14%
131,167
+7,199
5
$18.5M 2.1%
152,794
-1,990
6
$18M 2.04%
103,561
-945
7
$17.4M 1.97%
204,560
+37,040
8
$15.4M 1.74%
364,053
+16,292
9
$15M 1.69%
106,616
-874
10
$14.9M 1.69%
42,106
+926
11
$14.9M 1.69%
154,347
-169
12
$14.5M 1.65%
182,527
-645
13
$14.4M 1.63%
175,904
+180
14
$14.1M 1.6%
168,985
+212
15
$12.6M 1.43%
76,006
-357
16
$12.6M 1.43%
152,370
-23,190
17
$12.5M 1.41%
66,787
+1,325
18
$11.7M 1.32%
129,558
+24,922
19
$11.6M 1.31%
86,266
+7,112
20
$11.2M 1.27%
113,883
+3,502
21
$10.6M 1.2%
113,743
+915
22
$10.3M 1.17%
71,930
-6,906
23
$10.1M 1.14%
76,156
+11,401
24
$9.9M 1.12%
99,186
+6,571
25
$9.77M 1.11%
125,095
-9,426
1
2 3 4 5