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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$304K 0.04%
3,742
227
$289K 0.04%
4,500
228
$289K 0.04%
3,339
229
$282K 0.04%
11,200
230
$279K 0.04%
9,000
231
$274K 0.04%
4,550
232
$264K 0.03%
4,300
233
$263K 0.03%
6,875
234
$262K 0.03%
10,395
235
$259K 0.03%
3,500
236
$258K 0.03%
6,000
237
$252K 0.03%
14,787
-3,554
238
$249K 0.03%
7,110
239
$249K 0.03%
3,324
240
$244K 0.03%
1,850
241
$243K 0.03%
4,868
242
$237K 0.03%
8,563
243
$234K 0.03%
1,180
244
$232K 0.03%
8,610
245
$226K 0.03%
5,950
246
$219K 0.03%
6,770
247
$216K 0.03%
4,000
248
$215K 0.03%
1,500
249
$207K 0.03%
3,520
250
$205K 0.03%
4,590
-16
7 8 9
10
11