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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.82M 0.61%
125,009
+80,284
52
$4.61M 0.59%
74,212
+1,797
53
$4.5M 0.57%
95,079
-3,690
54
$4.5M 0.57%
107,852
+3,997
55
$4.42M 0.56%
76,454
-2,005
56
$4.42M 0.56%
55,835
+400
57
$4.28M 0.54%
104,577
+1,828
58
$4.28M 0.54%
100,923
-1,000
59
$4.26M 0.54%
51,635
+480
60
$4.24M 0.54%
150,602
+4,778
61
$4.18M 0.53%
156,535
+12,645
62
$4.1M 0.52%
50,500
+2,583
63
$4.02M 0.51%
112,270
+1,110
64
$3.9M 0.49%
57,194
+400
65
$3.86M 0.49%
66,702
-4,370
66
$3.83M 0.49%
54,824
-2,157
67
$3.83M 0.49%
40,778
+1,585
68
$3.83M 0.49%
54,991
+313
69
$3.78M 0.48%
44,108
+805
70
$3.73M 0.47%
230,020
-21,000
71
$3.59M 0.46%
16,146
+3,033
72
$3.54M 0.45%
46,898
+1,828
73
$3.53M 0.45%
142,082
-28,736
74
$3.38M 0.43%
92,612
-4,300
75
$3.11M 0.39%
74,071
-150
1 2
3
4 5