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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$284K 0.03%
2,188
+183
227
$276K 0.03%
3,679
228
$267K 0.03%
1,756
+4
229
$266K 0.03%
2,254
+303
230
$255K 0.03%
618
231
$249K 0.03%
5,000
232
$239K 0.02%
1,200
233
$239K 0.02%
2,735
234
$230K 0.02%
1,068
-209
235
$229K 0.02%
14,040
236
$227K 0.02%
1,983
237
– –
0
238
$224K 0.02%
2,885
239
$217K 0.02%
+4,006
240
$213K 0.02%
9,000
241
$211K 0.02%
3,498
242
$211K 0.02%
1,250
243
$203K 0.02%
1,272
244
$201K 0.02%
1,109
-817
245
$4K ﹤0.01%
667
246
– –
-740
247
– –
-5,950
248
– –
-6,702
249
– –
-12,263
250
– –
-3,938
7 8 9
10
11