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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.55M 0.58%
73,347
-425
52
$5.37M 0.56%
45,290
+1,635
53
$5.26M 0.55%
21,314
-37
54
$4.97M 0.52%
27,132
-21
55
$4.81M 0.5%
20,742
+228
56
$4.75M 0.49%
62,328
-1,194
57
$4.7M 0.49%
95,092
-600
58
$4.65M 0.48%
58,439
+16,463
59
$4.64M 0.48%
113,568
-300
60
$4.57M 0.47%
101,326
+5,045
61
$4.45M 0.46%
86,356
+500
62
$4.35M 0.45%
79,854
-199
63
$4.31M 0.45%
137,136
-10,760
64
$4.25M 0.44%
28,016
-94
65
$4.17M 0.43%
54,989
-1,134
66
$4.14M 0.43%
121,534
+1,534
67
$4.09M 0.42%
59,445
-28
68
$4.07M 0.42%
27,407
+777
69
$4.04M 0.42%
118,411
+57
70
$3.87M 0.4%
25,643
-1,736
71
$3.84M 0.4%
34,935
-400
72
$3.76M 0.39%
43,319
73
$3.74M 0.39%
13,550
+2,011
74
$3.72M 0.39%
30,286
-27
75
$3.63M 0.38%
44,736
+924
1 2
3
4 5