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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.8M 0.62%
77,357
-200
52
$4.71M 0.61%
68,296
53
$4.57M 0.59%
49,754
+400
54
$4.53M 0.59%
241,781
-14,885
55
$4.3M 0.56%
40,003
+75
56
$4.26M 0.55%
93,903
-885
57
$4.25M 0.55%
148,157
+8,475
58
$4.25M 0.55%
24,890
-284
59
$4.18M 0.54%
57,111
-70
60
$4.16M 0.54%
105,719
+5,218
61
$4.13M 0.53%
82,402
-60
62
$4.08M 0.53%
55,464
+1,232
63
$4M 0.52%
116,465
-510
64
$3.98M 0.52%
50,269
-2,450
65
$3.96M 0.51%
27,288
-523
66
$3.96M 0.51%
70,878
-377
67
$3.75M 0.49%
35,782
+783
68
$3.45M 0.45%
35,279
+180
69
$3.43M 0.44%
104,546
-29,880
70
$3.41M 0.44%
45,915
+9,880
71
$3.25M 0.42%
43,983
-519
72
$3.23M 0.42%
120,568
-1,500
73
$3.23M 0.42%
+30,095
74
$3.13M 0.41%
69,191
+150
75
$3.12M 0.4%
47,756
+12,572
1 2
3
4 5