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
$731M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$940K
5
CMCSA icon
Comcast
CMCSA
+$896K

Top Sells

1
+$4.96M
2
+$2.41M
3
+$1.47M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.24M
5
TDC icon
Teradata
TDC
+$1.22M

Sector Composition

1 Healthcare 19.65%
2 Industrials 14.35%
3 Technology 11.94%
4 Consumer Staples 10.97%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.47M 1.16%
84,762
-922
27
$8.03M 1.1%
104,036
+1,789
28
$7.52M 1.03%
113,883
-990
29
$7.24M 0.99%
110,291
-100
30
$6.95M 0.95%
232,054
-2,100
31
$6.61M 0.9%
67,101
-1,146
32
$5.9M 0.81%
60,322
+5,529
33
$5.85M 0.8%
62,905
-540
34
$5.75M 0.79%
103,739
-550
35
$5.75M 0.79%
82,510
+4,345
36
$5.72M 0.78%
119,879
-8,615
37
$5.58M 0.76%
47,239
-20
38
$5.45M 0.75%
62,042
-850
39
$5.41M 0.74%
52,818
-215
40
$5.4M 0.74%
159,840
-15,500
41
$5.38M 0.74%
90,821
-2,241
42
$5.38M 0.74%
55,474
-25
43
$5.37M 0.74%
42,670
-2,213
44
$5.31M 0.73%
85,028
-13,882
45
$5.11M 0.7%
101,356
-6,325
46
$4.95M 0.68%
331,800
+41,672
47
$4.95M 0.68%
69,588
+3,573
48
$4.88M 0.67%
114,150
+240
49
$4.82M 0.66%
79,149
-400
50
$4.77M 0.65%
25,139
-505
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