BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-10,600
252
– –
-13,150
253
– –
-12,500
254
– –
-4,500
255
– –
-11,075
256
– –
-13,955
257
– –
-2,295
258
– –
-4,600
7 8 9 10
11