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
1
$26.8M 2.9%
564,376
-364
2
$23.7M 2.56%
120,310
-11,007
3
$23.6M 2.55%
141,163
+2,764
4
$21.7M 2.34%
76,790
-475
5
$20.8M 2.25%
233,640
+9,800
6
$19.1M 2.06%
136,564
-6,390
7
$18.4M 1.99%
100,840
+1,465
8
$18.4M 1.99%
104,324
+57
9
$17M 1.84%
181,397
+6,970
10
$16.9M 1.83%
143,323
+19,581
11
$16.7M 1.81%
106,957
+11,121
12
$15.2M 1.65%
105,823
+7,017
13
$15.2M 1.64%
150,889
-1,351
14
$14.8M 1.6%
176,191
+623
15
$14.8M 1.6%
92,693
+1,060
16
$14.2M 1.54%
67,794
-6,326
17
$14M 1.52%
40,610
-740
18
$13.9M 1.5%
79,315
+165
19
$13.6M 1.47%
318,970
-964
20
$13.4M 1.45%
173,444
+1,767
21
$12.8M 1.39%
63,953
-437
22
$11.9M 1.28%
111,448
+123
23
$11.4M 1.23%
109,177
-1,936
24
$10.9M 1.18%
83,863
-125
25
$10.8M 1.16%
142,890
+4,350
1
2 3 4 5