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
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$275K 0.04%
3,342
+501
227
$269K 0.04%
9,750
228
$261K 0.03%
9,000
229
$259K 0.03%
3,409
+9
230
$257K 0.03%
8,400
231
$255K 0.03%
3,689
232
$251K 0.03%
+3,000
233
$248K 0.03%
11,200
234
$243K 0.03%
+1,725
235
$238K 0.03%
4,868
236
$236K 0.03%
+3,600
237
$233K 0.03%
+1,902
238
$233K 0.03%
+4,606
239
$225K 0.03%
1,212
240
$215K 0.03%
+5,950
241
$213K 0.03%
+4,250
242
$210K 0.03%
4,525
-7,575
243
$209K 0.03%
+5,523
244
$203K 0.03%
+1,500
245
$202K 0.03%
+1,925
246
$181K 0.02%
+10,950
247
$160K 0.02%
10,252
-13,572
248
$22K ﹤0.01%
+1
249
– –
-4,600
250
– –
-14,718
7 8 9
10
11