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
$659M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.4M
3
+$16.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.3M
5
SRCL
Stericycle Inc
SRCL
+$13.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.36%
2 Technology 12.4%
3 Industrials 12.24%
4 Consumer Staples 11.28%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$261K 0.04%
+10,572
227
$254K 0.04%
+9,750
228
$250K 0.04%
+9,000
229
$247K 0.04%
+8,900
230
$237K 0.04%
+17,790
231
$237K 0.04%
+4,300
232
$232K 0.04%
+4,046
233
$232K 0.04%
+4,500
234
$230K 0.03%
+4,600
235
$229K 0.03%
+13,625
236
$227K 0.03%
+3,689
237
$225K 0.03%
+3,394
238
$224K 0.03%
+3,400
239
$223K 0.03%
+10,600
240
$221K 0.03%
+20,000
241
$219K 0.03%
+4,800
242
$208K 0.03%
+5,523
243
$206K 0.03%
+11,200
244
$204K 0.03%
+2,841
245
$203K 0.03%
+5,950
246
$169K 0.03%
+4,901
6 7 8 9
10