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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.07M 0.39%
69,580
-2,799
77
$3.01M 0.38%
62,674
-1,285
78
$2.98M 0.38%
60,885
+3,173
79
$2.96M 0.38%
102,220
+5,619
80
$2.9M 0.37%
51,035
-2,815
81
$2.89M 0.37%
30,479
+519
82
$2.88M 0.37%
24,180
-973
83
$2.81M 0.36%
48,768
-750
84
$2.75M 0.35%
38,420
85
$2.7M 0.34%
87,417
+309
86
$2.68M 0.34%
46,177
-1,500
87
$2.65M 0.34%
43,346
+1,675
88
$2.63M 0.33%
35,005
-4,175
89
$2.57M 0.33%
31,000
-30
90
$2.54M 0.32%
109,980
91
$2.42M 0.31%
48,394
-1,089
92
$2.39M 0.3%
23,208
93
$2.38M 0.3%
21,699
+200
94
$2.36M 0.3%
44,977
+5,193
95
$2.31M 0.29%
18,176
-116
96
$2.31M 0.29%
47,665
+1,075
97
$2.3M 0.29%
26,812
+4,995
98
$2.27M 0.29%
19,260
+150
99
$2.27M 0.29%
15,547
+4,632
100
$2.24M 0.28%
29,395
+6,305
2 3
4
5 6