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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.22M 0.41%
110,884
+8,664
77
$3.07M 0.39%
94,012
+1,400
78
$3.02M 0.39%
86,767
-650
79
$2.94M 0.38%
48,768
80
$2.89M 0.37%
46,177
81
$2.86M 0.37%
32,167
+5,355
82
$2.81M 0.36%
69,472
-108
83
$2.67M 0.34%
30,479
84
$2.67M 0.34%
16,136
-10
85
$2.65M 0.34%
38,420
86
$2.62M 0.34%
109,980
87
$2.62M 0.34%
31,000
88
$2.61M 0.34%
50,697
-338
89
$2.59M 0.33%
21,531
-2,649
90
$2.59M 0.33%
23,208
91
$2.57M 0.33%
43,021
-325
92
$2.48M 0.32%
48,365
+700
93
$2.35M 0.3%
45,212
+235
94
$2.34M 0.3%
30,500
-4,505
95
$2.32M 0.3%
19,050
-210
96
$2.3M 0.3%
15,692
+145
97
$2.25M 0.29%
32,335
+2,940
98
$2.2M 0.28%
21,649
-50
99
$2.16M 0.28%
13,389
-6
100
$2.12M 0.27%
29,100
-510
2 3
4
5 6