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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
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
26
$8.72M 1.09%
92,219
-662
27
$8.29M 1.03%
189,773
-2,799
28
$7.96M 0.99%
165,534
-1,460
29
$7.33M 0.91%
104,177
+427
30
$7.32M 0.91%
239,784
-500
31
$7.28M 0.91%
56,193
-100
32
$7.17M 0.89%
55,624
33
$7.09M 0.88%
67,842
+4,432
34
$6.59M 0.82%
85,155
+2,485
35
$6.45M 0.8%
46,953
-1,040
36
$6.41M 0.8%
111,526
37
$6.33M 0.79%
96,674
+225
38
$6.29M 0.78%
66,725
-180
39
$6.13M 0.76%
143,210
-11,083
40
$6.12M 0.76%
106,167
+391
41
$5.92M 0.74%
63,165
-706
42
$5.83M 0.73%
107,651
-667
43
$5.78M 0.72%
217,684
-40
44
$5.59M 0.7%
107,264
+1,837
45
$5.53M 0.69%
67,922
-1,000
46
$5.41M 0.67%
148,402
+15,003
47
$5.4M 0.67%
115,283
-92
48
$5.24M 0.65%
34,134
-2,867
49
$5.09M 0.63%
72,527
50
$4.94M 0.62%
106,322
-1,215
1
2
3 4 5