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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.33M 0.41%
35,337
+3,170
77
$3.15M 0.39%
86,667
-100
78
$3.06M 0.38%
116,178
+5,294
79
$3.04M 0.38%
48,648
-120
80
$3.03M 0.38%
43,908
81
$2.94M 0.37%
38,220
-200
82
$2.94M 0.37%
49,740
+1,375
83
$2.93M 0.36%
46,471
+3,450
84
$2.91M 0.36%
31,264
+785
85
$2.87M 0.36%
21,477
-54
86
$2.83M 0.35%
50,597
-100
87
$2.76M 0.34%
31,000
88
$2.57M 0.32%
33,365
+1,030
89
$2.56M 0.32%
23,313
+105
90
$2.53M 0.32%
46,157
+945
91
$2.52M 0.31%
28,734
-366
92
$2.47M 0.31%
66,903
-2,569
93
$2.46M 0.31%
15,748
+56
94
$2.4M 0.3%
19,130
+80
95
$2.38M 0.3%
47,025
+1,050
96
$2.35M 0.29%
29,510
-990
97
$2.31M 0.29%
109,360
-620
98
$2.29M 0.29%
22,180
+555
99
$2.22M 0.28%
12,774
-615
100
$2.17M 0.27%
54,329
-10,865
2 3
4
5 6