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
$718M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.62M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
KHC icon
Kraft Heinz
KHC
+$949K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$1.84M
4
PLL
PALL CORP
PLL
+$1.38M
5
ESV
Ensco Rowan plc
ESV
+$1.26M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14.6%
3 Technology 12.22%
4 Consumer Staples 10.59%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.49M 0.63%
175,340
-19,620
52
$4.33M 0.6%
152,825
+3,500
53
$4.23M 0.59%
151,879
+887
54
$4.22M 0.59%
173,000
-39,800
55
$4.22M 0.59%
136,421
-1,624
56
$4.13M 0.58%
138,709
-3,162
57
$4.11M 0.57%
40,378
-2,195
58
$4.02M 0.56%
79,549
-800
59
$4.02M 0.56%
29,003
-79
60
$4.02M 0.56%
48,781
-1,501
61
$4.02M 0.56%
25,644
+10,308
62
$4M 0.56%
99,436
-3,500
63
$3.89M 0.54%
48,360
+1,465
64
$3.79M 0.53%
55,069
-2,000
65
$3.69M 0.51%
67,891
-1,275
66
$3.69M 0.51%
140,507
+2,500
67
$3.64M 0.51%
57,304
68
$3.63M 0.51%
35,538
-295
69
$3.55M 0.49%
88,557
-508
70
$3.37M 0.47%
48,781
+400
71
$3.3M 0.46%
92,398
+264
72
$3.26M 0.45%
75,015
-4,959
73
$3.16M 0.44%
53,402
-28
74
$3.16M 0.44%
69,741
+15,525
75
$3.05M 0.43%
38,802
-4,700
1 2
3
4 5