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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.86M 0.61%
55,935
+4,150
52
$4.83M 0.6%
103,351
+13,155
53
$4.73M 0.59%
88,809
-5,850
54
$4.67M 0.58%
103,775
-350
55
$4.66M 0.58%
41,563
-410
56
$4.54M 0.57%
107,191
+77,939
57
$4.47M 0.56%
130,419
+2,450
58
$4.43M 0.55%
46,015
-1,106
59
$4.41M 0.55%
116,334
+2,130
60
$4.32M 0.54%
41,878
-925
61
$4.25M 0.53%
114,310
+2,190
62
$4.22M 0.53%
76,180
-90
63
$4.19M 0.52%
50,477
-40
64
$4.18M 0.52%
148,535
-9,800
65
$4.13M 0.51%
59,704
-940
66
$4.13M 0.51%
139,742
-8,850
67
$4.1M 0.51%
55,125
-850
68
$4.01M 0.5%
95,015
-4,668
69
$3.99M 0.5%
58,019
-3,955
70
$3.99M 0.5%
47,810
-6,498
71
$3.87M 0.48%
139,282
-2,050
72
$3.81M 0.47%
55,079
+6
73
$3.65M 0.45%
74,071
74
$3.5M 0.44%
46,127
-50
75
$3.35M 0.42%
216,120
-14,000
1 2
3
4 5