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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.94M 0.64%
72,527
-1,685
52
$4.54M 0.58%
114,204
+805
53
$4.51M 0.58%
90,196
+29,311
54
$4.33M 0.56%
104,125
-452
55
$4.32M 0.56%
94,659
-420
56
$4.26M 0.55%
50,517
+17
57
$4.25M 0.55%
99,683
-1,240
58
$4.23M 0.54%
42,803
+2,025
59
$4.21M 0.54%
158,335
+1,800
60
$4.2M 0.54%
51,785
+150
61
$4.18M 0.54%
55,975
+140
62
$4.17M 0.54%
148,592
-2,010
63
$4.17M 0.54%
76,270
-184
64
$4.16M 0.54%
127,969
+2,960
65
$3.96M 0.51%
54,308
-683
66
$3.96M 0.51%
60,644
+3,450
67
$3.81M 0.49%
55,073
+249
68
$3.75M 0.48%
47,121
+223
69
$3.75M 0.48%
112,120
-150
70
$3.71M 0.48%
230,120
+100
71
$3.56M 0.46%
141,332
-750
72
$3.4M 0.44%
74,071
73
$3.36M 0.43%
43,908
-200
74
$3.28M 0.42%
61,974
-700
75
$3.25M 0.42%
65,194
-1,508
1 2
3
4 5