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
26
$8.31M 1.06%
93,056
-1,116
27
$8.05M 1.02%
133,941
-35,417
28
$7.76M 0.98%
192,972
-885
29
$7.55M 0.96%
242,544
-4,230
30
$7.49M 0.95%
56,370
-995
31
$7.11M 0.9%
157,570
-12,467
32
$7.04M 0.89%
63,207
+1,583
33
$6.99M 0.89%
55,624
34
$6.85M 0.87%
83,206
-2,765
35
$6.75M 0.86%
66,956
-839
36
$6.51M 0.83%
167,822
-3,870
37
$6.43M 0.82%
37,127
+647
38
$6.05M 0.77%
115,739
-2,567
39
$6M 0.76%
108,685
-458
40
$5.99M 0.76%
106,161
+3,143
41
$5.85M 0.74%
111,602
-2,390
42
$5.83M 0.74%
69,212
-50
43
$5.81M 0.74%
48,525
-90
44
$5.65M 0.72%
67,055
+640
45
$5.63M 0.71%
103,339
-782
46
$5.59M 0.71%
101,678
-674
47
$5.58M 0.71%
217,984
+1,660
48
$5.58M 0.71%
105,368
+89
49
$5.48M 0.7%
41,944
-402
50
$4.83M 0.61%
113,399
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