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
$718M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.62M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
KHC icon
Kraft Heinz
KHC
+$949K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$1.84M
4
PLL
PALL CORP
PLL
+$1.38M
5
ESV
Ensco Rowan plc
ESV
+$1.26M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14.6%
3 Technology 12.22%
4 Consumer Staples 10.59%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.05M 0.43%
112,500
77
$2.93M 0.41%
48,105
-1,250
78
$2.92M 0.41%
55,616
+21
79
$2.78M 0.39%
35,213
-7,043
80
$2.76M 0.38%
39,245
81
$2.64M 0.37%
30,540
82
$2.64M 0.37%
21,535
-165
83
$2.63M 0.37%
70,455
-4,155
84
$2.62M 0.37%
50,597
85
$2.56M 0.36%
85,102
86
$2.45M 0.34%
35,155
-30
87
$2.43M 0.34%
58,100
-850
88
$2.39M 0.33%
49,576
-18,943
89
$2.39M 0.33%
46,462
+1,075
90
$2.35M 0.33%
19,215
-5
91
$2.32M 0.32%
19,650
-1,726
92
$2.32M 0.32%
33,327
+434
93
$2.21M 0.31%
29,869
+780
94
$2.2M 0.31%
36,685
+2,505
95
$2.05M 0.29%
42,733
-500
96
$2.04M 0.28%
27,408
+306
97
$1.99M 0.28%
47,586
+300
98
$1.93M 0.27%
16,702
+295
99
$1.92M 0.27%
35,730
-15,140
100
$1.92M 0.27%
7,053
+690
2 3
4
5 6