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
$731M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$940K
5
CMCSA icon
Comcast
CMCSA
+$896K

Top Sells

1
+$4.96M
2
+$2.41M
3
+$1.47M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.24M
5
TDC icon
Teradata
TDC
+$1.22M

Sector Composition

1 Healthcare 19.65%
2 Industrials 14.35%
3 Technology 11.94%
4 Consumer Staples 10.97%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.57M 0.63%
136,421
52
$4.53M 0.62%
152,925
+100
53
$4.51M 0.62%
173,592
+592
54
$4.46M 0.61%
99,296
-140
55
$4.46M 0.61%
39,863
-515
56
$4.31M 0.59%
99,279
-7,814
57
$4.27M 0.58%
139,532
+823
58
$4.17M 0.57%
69,039
-13,610
59
$4.11M 0.56%
48,475
+115
60
$4.06M 0.56%
53,419
-1,650
61
$3.97M 0.54%
123,341
+86,224
62
$3.94M 0.54%
67,626
-265
63
$3.85M 0.53%
89,560
+1,003
64
$3.82M 0.52%
57,331
+27
65
$3.81M 0.52%
140,507
66
$3.72M 0.51%
48,307
-474
67
$3.7M 0.51%
35,244
-294
68
$3.68M 0.5%
53,457
+55
69
$3.68M 0.5%
27,948
-1,055
70
$3.56M 0.49%
96,839
-30,020
71
$3.34M 0.46%
92,723
+325
72
$3.27M 0.45%
70,791
-4,224
73
$3.25M 0.44%
111,800
-700
74
$3.17M 0.43%
47,957
-148
75
$3.14M 0.43%
69,441
-300
1 2
3
4 5