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
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.09M 0.41%
49,483
-200
77
$3.08M 0.41%
13,488
-13
78
$3.07M 0.4%
52,468
-806
79
$3.05M 0.4%
29,471
-3,416
80
$3.03M 0.4%
47,833
-2,099
81
$3M 0.4%
78,221
82
$2.83M 0.37%
39,486
+843
83
$2.77M 0.36%
30,480
-100
84
$2.75M 0.36%
103,685
+500
85
$2.59M 0.34%
48,690
-175
86
$2.5M 0.33%
38,620
+50
87
$2.46M 0.33%
31,500
88
$2.43M 0.32%
18,347
-95
89
$2.41M 0.32%
33,811
-25
90
$2.37M 0.31%
21,300
+665
91
$2.35M 0.31%
21,570
92
$2.31M 0.31%
33,666
+6,798
93
$2.28M 0.3%
87,796
+122
94
$2.15M 0.28%
23,208
+125
95
$2.15M 0.28%
92,055
-725
96
$2.08M 0.27%
89,986
+3,191
97
$2.03M 0.27%
109,980
+4,480
98
$1.98M 0.26%
42,021
+1,075
99
$1.97M 0.26%
34,330
100
$1.95M 0.26%
13,555
+6
2 3
4
5 6