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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$292K 0.04%
11,200
227
$289K 0.04%
3,339
228
$286K 0.04%
6,875
229
$285K 0.04%
7,045
-1,125
230
$285K 0.04%
+2,335
231
$277K 0.03%
3,316
-8
232
$273K 0.03%
6,930
-180
233
$271K 0.03%
+4,500
234
$261K 0.03%
4,300
235
$259K 0.03%
4,000
236
$250K 0.03%
8,610
237
$244K 0.03%
1,180
238
$242K 0.03%
20,360
-28,100
239
$240K 0.03%
6,770
240
$239K 0.03%
1,570
-20
241
$236K 0.03%
5,950
242
$235K 0.03%
8,563
243
$231K 0.03%
+22,000
244
$228K 0.03%
1,500
245
$227K 0.03%
4,585
246
$220K 0.03%
+4,250
247
$220K 0.03%
17,200
-7,025
248
$219K 0.03%
12,268
-2,519
249
$219K 0.03%
+3,191
250
$216K 0.03%
1,500
-350
7 8 9
10
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