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
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
Exxon Mobil
XOM
+$891K

Sector Composition

1 Technology 18.67%
2 Healthcare 16.26%
3 Financials 10.29%
4 Industrials 9.69%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 1.16%
182,680
+3,260
27
$11.9M 1.13%
36,582
-227
28
$11.8M 1.12%
56,250
+1,974
29
$11.1M 1.05%
183,144
-3,060
30
$10.9M 1.04%
146,598
+5,615
31
$10.7M 1.02%
112,050
+2,316
32
$10.7M 1.02%
30,223
+74
33
$10.6M 1.01%
173,286
+2,066
34
$10.1M 0.96%
188,324
-946
35
$10.1M 0.96%
73,668
+752
36
$9.21M 0.88%
84,103
+365
37
$9.08M 0.86%
104,491
-314
38
$8.91M 0.85%
94,738
+171
39
$8.79M 0.84%
101,262
-464
40
$8.47M 0.81%
160,041
-695
41
$8.37M 0.8%
39,370
-791
42
$7.95M 0.76%
58,423
-1,517
43
$7.95M 0.76%
57,025
+3
44
$7.7M 0.73%
28,206
45
$7.36M 0.7%
37,264
46
$7.17M 0.68%
102,805
-12,767
47
$6.9M 0.66%
112,326
-3,825
48
$6.75M 0.64%
25,855
-70
49
$6.74M 0.64%
103,762
-2,048
50
$6.51M 0.62%
73,572
+225
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