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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$216K 0.03%
10,395
-12,940
252
$214K 0.03%
+4,000
253
$211K 0.03%
+3,520
254
$210K 0.03%
+1,902
255
$207K 0.03%
4,400
256
$205K 0.03%
4,365
257
$204K 0.03%
+6,770
258
$202K 0.03%
+4,585
259
$200K 0.03%
+4,700
260
$135K 0.02%
11,550
261
$14K ﹤0.01%
1
262
– –
-87,848
263
– –
-34,550
264
– –
-4,590
7 8 9 10
11