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
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
Exxon Mobil
XOM
+$891K

Sector Composition

1 Technology 18.67%
2 Healthcare 16.26%
3 Financials 10.29%
4 Industrials 9.69%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$295K 0.03%
3,679
227
$280K 0.03%
+1,475
228
$273K 0.03%
4,986
-2,000
229
$261K 0.02%
1,068
230
$259K 0.02%
14,010
-30
231
$251K 0.02%
+10,000
232
$248K 0.02%
1,200
233
$248K 0.02%
2,033
+50
234
$238K 0.02%
1,354
+82
235
$238K 0.02%
2,735
236
$227K 0.02%
+2,875
237
$217K 0.02%
3,498
238
$217K 0.02%
1,250
239
$216K 0.02%
4,006
240
$215K 0.02%
+3,990
241
$211K 0.02%
9,000
242
$211K 0.02%
30,000
243
$208K 0.02%
1,018
-738
244
$206K 0.02%
+3,481
245
$203K 0.02%
2,490
-395
246
$5K ﹤0.01%
667
247
– –
-12,049
248
– –
-4,500
249
– –
0
250
– –
-9,305
6 7 8 9
10