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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.29M 1.2%
168,268
+1,102
27
$8.7M 1.13%
82,099
-892
28
$8.66M 1.12%
123,809
+2,241
29
$7.34M 0.95%
61,255
-275
30
$6.81M 0.88%
188,646
-24,914
31
$6.75M 0.88%
46,137
-117
32
$6.35M 0.82%
115,450
-3,089
33
$6.12M 0.79%
60,155
-500
34
$5.99M 0.78%
55,474
35
$5.98M 0.78%
201,021
+10,168
36
$5.98M 0.77%
112,100
-970
37
$5.98M 0.77%
116,786
-450
38
$5.85M 0.76%
52,013
39
$5.79M 0.75%
48,076
40
$5.74M 0.74%
92,671
+93
41
$5.74M 0.74%
59,919
-1,239
42
$5.71M 0.74%
175,152
+2,460
43
$5.56M 0.72%
81,971
-1,301
44
$5.53M 0.72%
110,049
45
$5.2M 0.67%
155,530
-2,434
46
$5.15M 0.67%
49,800
-15,506
47
$5.14M 0.67%
162,240
+890
48
$5.12M 0.66%
166,543
+59,541
49
$4.86M 0.63%
69,126
-194
50
$4.84M 0.63%
135,260
-20,380
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2
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