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
$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
26
$8.06M 1.06%
100,967
-6,639
27
$8.01M 1.06%
172,152
+1,030
28
$7.99M 1.05%
82,385
+1,165
29
$7.93M 1.05%
95,635
-2,787
30
$7.42M 0.98%
57,105
-522
31
$7.31M 0.96%
56,824
-150
32
$6.94M 0.92%
86,820
-102
33
$6.77M 0.89%
172,092
-1,854
34
$6.65M 0.88%
37,082
-408
35
$6.52M 0.86%
105,658
-1,264
36
$6.4M 0.84%
61,385
+1,665
37
$6.17M 0.81%
70,812
+906
38
$6.14M 0.81%
120,951
-6,945
39
$5.97M 0.79%
164,391
-1,167
40
$5.72M 0.76%
48,818
-2,405
41
$5.56M 0.73%
44,490
+1,413
42
$5.46M 0.72%
104,202
-5
43
$5.45M 0.72%
96,615
+4,698
44
$5.45M 0.72%
104,952
+716
45
$5.45M 0.72%
103,100
+2,165
46
$5.41M 0.71%
241,099
-10,365
47
$5.23M 0.69%
109,442
-120
48
$5.1M 0.67%
255,820
-12,980
49
$5.08M 0.67%
67,670
-4,500
50
$4.83M 0.64%
120,483
-923
1
2
3 4 5