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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$303K 0.04%
3,742
227
$302K 0.04%
9,000
228
$285K 0.04%
1,850
229
$285K 0.04%
4,300
230
$285K 0.04%
6,640
+600
231
$284K 0.04%
6,050
232
$284K 0.04%
3,339
-200
233
$283K 0.04%
4,868
234
$282K 0.04%
18,341
-338
235
$282K 0.04%
+6,000
236
$274K 0.03%
4,500
237
$271K 0.03%
11,200
238
$268K 0.03%
8,563
239
$257K 0.03%
3,500
240
$255K 0.03%
6,875
241
$249K 0.03%
7,110
242
$247K 0.03%
3,324
-653
243
$232K 0.03%
1,180
-32
244
$231K 0.03%
8,610
245
$225K 0.03%
4,606
246
$225K 0.03%
3,600
247
$223K 0.03%
5,950
248
$221K 0.03%
+6,400
249
$221K 0.03%
1,500
250
$218K 0.03%
4,250
7 8 9
10
11