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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$239K 0.03%
7,164
-10,100
227
$236K 0.03%
+1,810
228
$235K 0.03%
3,940
-250
229
$232K 0.03%
3,700
230
$227K 0.03%
+5,800
231
$226K 0.03%
+6,170
232
$224K 0.03%
1,428
+125
233
$224K 0.03%
+1,838
234
$222K 0.03%
+1,575
235
$220K 0.03%
3,840
236
$220K 0.03%
12,000
237
$211K 0.03%
3,020
-9,420
238
$207K 0.03%
9,000
239
$205K 0.03%
+4,868
240
$205K 0.03%
+1,930
241
$125K 0.02%
32,960
242
$30K ﹤0.01%
1,570
243
– –
-14,000
244
– –
-15,800
245
– –
-3,376
246
– –
-10,375
247
– –
-2,500
248
– –
-16,200
249
– –
-1,739
250
– –
-5,165
7 8 9
10
11