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
1
$33.5M 3.96%
527,732
-16,704
2
$27.7M 3.27%
320,227
-13,940
3
$24.9M 2.94%
254,980
-140
4
$24M 2.83%
152,010
+1,767
5
$23.5M 2.78%
108,005
-10,280
6
$22.9M 2.7%
98,358
-2,182
7
$20M 2.36%
77,405
-1,344
8
$19.7M 2.32%
139,521
+503
9
$18.2M 2.15%
112,924
+3,456
10
$16.2M 1.91%
103,714
+1,605
11
$15.3M 1.81%
116,965
+165
12
$14.7M 1.73%
177,135
-120
13
$14M 1.65%
140,183
+1,934
14
$13.6M 1.61%
74,274
+6,159
15
$13M 1.54%
120,798
+11,858
16
$12.6M 1.49%
92,036
+189
17
$12.3M 1.45%
149,576
-1,217
18
$12M 1.42%
65,855
+489
19
$12M 1.42%
79,768
-1,499
20
$11.2M 1.32%
185,356
+2,212
21
$10.9M 1.29%
54,709
+121
22
$10.9M 1.29%
98,965
-3,350
23
$10.8M 1.28%
186,240
+3,560
24
$10.4M 1.23%
36,785
+203
25
$10.4M 1.22%
146,744
-1,218
1
2 3 4 5