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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.32M 1.07%
73,945
+246
27
$8.31M 1.07%
125,104
-1,244
28
$8.07M 1.04%
192,572
-400
29
$7.45M 0.96%
166,994
-828
30
$7.28M 0.94%
63,410
+203
31
$7.26M 0.93%
56,293
-77
32
$7M 0.9%
240,284
-2,260
33
$6.71M 0.86%
37,001
-126
34
$6.35M 0.82%
55,624
35
$6.13M 0.79%
108,318
-367
36
$6.06M 0.78%
63,871
-3,085
37
$6.02M 0.77%
154,293
-3,277
38
$6M 0.77%
111,526
-76
39
$5.87M 0.76%
82,670
-536
40
$5.82M 0.75%
103,750
+411
41
$5.75M 0.74%
68,922
-290
42
$5.68M 0.73%
47,993
-532
43
$5.68M 0.73%
115,375
-364
44
$5.57M 0.72%
96,449
-9,712
45
$5.4M 0.7%
66,905
-150
46
$5.4M 0.7%
105,776
+408
47
$5.21M 0.67%
105,427
+3,749
48
$5.11M 0.66%
217,724
-260
49
$5.01M 0.64%
41,973
+29
50
$4.99M 0.64%
107,537
-315
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2
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