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
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.79M 0.63%
98,769
-200
52
$4.72M 0.62%
113,249
-1,517
53
$4.64M 0.61%
85,861
+1,625
54
$4.63M 0.61%
216,104
-296
55
$4.57M 0.6%
113,992
-7,565
56
$4.54M 0.6%
78,669
-675
57
$4.32M 0.57%
148,658
-2,114
58
$4.25M 0.56%
102,903
-4,820
59
$4.21M 0.56%
73,076
+680
60
$4.06M 0.54%
54,735
+9,960
61
$4.06M 0.54%
56,925
-540
62
$3.96M 0.52%
55,777
+1,122
63
$3.93M 0.52%
102,580
-1,580
64
$3.92M 0.52%
104,710
-525
65
$3.9M 0.51%
50,000
-850
66
$3.81M 0.5%
51,285
+1,580
67
$3.8M 0.5%
110,370
+3,730
68
$3.8M 0.5%
72,862
-182
69
$3.71M 0.49%
56,869
+1,030
70
$3.66M 0.48%
96,912
71
$3.59M 0.47%
50,853
-150
72
$3.57M 0.47%
49,579
-196
73
$3.5M 0.46%
70,529
+12,120
74
$3.39M 0.45%
38,520
-1,465
75
$3.13M 0.41%
56,575
+1,775
1 2
3
4 5