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
$804M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.69M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$782K

Top Sells

1
+$8M
2
+$2.32M
3
+$1.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 17.54%
2 Technology 15.22%
3 Industrials 10.97%
4 Consumer Staples 9.14%
5 Financials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$262K 0.03%
4,076
+554
227
$250K 0.03%
2,425
228
– –
0
229
$237K 0.03%
1,421
-1,325
230
$231K 0.03%
3,938
231
$230K 0.03%
+2,389
232
$229K 0.03%
6,950
-8,265
233
$228K 0.03%
9,000
234
$223K 0.03%
3,141
235
$222K 0.03%
3,498
236
$217K 0.03%
2,705
+575
237
$208K 0.03%
3,295
-2,020
238
$205K 0.03%
6,702
239
$202K 0.03%
+1,541
240
$201K 0.03%
+5,800
241
$20K ﹤0.01%
1,570
242
$11K ﹤0.01%
750
-1,500
243
$6K ﹤0.01%
667
244
– –
-5,000
245
– –
-408
246
– –
-17,166
247
– –
-618
248
– –
-4,110
249
– –
-2,750
250
– –
-10,395
7 8 9
10
11