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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.21%
149,018
-80
27
$10.9M 1.13%
179,420
-100
28
$10.8M 1.13%
186,204
+1,284
29
$10.8M 1.12%
94,567
-353
30
$10.8M 1.12%
30,149
-52
31
$10.7M 1.11%
36,809
-37
32
$10.4M 1.08%
189,270
-500
33
$10.3M 1.07%
171,220
+1,052
34
$10.2M 1.06%
109,734
+1,276
35
$10M 1.04%
72,916
+243
36
$9.79M 1.02%
83,738
+17
37
$8.89M 0.92%
140,983
+13,520
38
$8.77M 0.91%
104,805
-140
39
$8.41M 0.87%
160,736
-50
40
$8.17M 0.85%
101,726
41
$8.16M 0.85%
115,572
-10,916
42
$8M 0.83%
37,264
-15
43
$7.67M 0.8%
59,940
-375
44
$7.58M 0.79%
40,161
+85
45
$7.05M 0.73%
25,925
-432
46
$6.91M 0.72%
28,206
-70
47
$6.71M 0.7%
57,022
-1,319
48
$6.71M 0.7%
105,810
-35
49
$5.99M 0.62%
116,151
+15,653
50
$5.58M 0.58%
40,628
+268
1
2
3 4 5