BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.45M
3
+$712K
4
VZ icon
Verizon
VZ
+$644K
5
ECL icon
Ecolab
ECL
+$485K

Top Sells

1
+$1.82M
2
+$1.34M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$207K 0.03%
3,940
-650
252
$206K 0.03%
+1,795
253
$204K 0.03%
+12,000
254
$201K 0.03%
4,868
255
$200K 0.02%
+3,600
256
– –
-10,395
257
– –
-11,550
258
– –
-6,658
259
– –
-1
260
– –
-3,520
261
– –
-14,906
262
– –
-17,233
263
– –
-19,502
264
– –
-9,692
7 8 9 10
11