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
$731M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$940K
5
CMCSA icon
Comcast
CMCSA
+$896K

Top Sells

1
+$4.96M
2
+$2.41M
3
+$1.47M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.24M
5
TDC icon
Teradata
TDC
+$1.22M

Sector Composition

1 Healthcare 19.65%
2 Industrials 14.35%
3 Technology 11.94%
4 Consumer Staples 10.97%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.13M 0.43%
34,756
-457
77
$3.01M 0.41%
30,540
78
$2.94M 0.4%
85,255
+153
79
$2.83M 0.39%
42,530
-7,046
80
$2.78M 0.38%
20,965
-570
81
$2.69M 0.37%
19,000
-215
82
$2.67M 0.37%
51,466
-4,150
83
$2.66M 0.36%
60,350
+2,250
84
$2.65M 0.36%
39,245
85
$2.63M 0.36%
49,921
+1,140
86
$2.58M 0.35%
45,856
-4,741
87
$2.56M 0.35%
35,475
+320
88
$2.56M 0.35%
47,044
+582
89
$2.43M 0.33%
33,435
-5,367
90
$2.39M 0.33%
37,025
+340
91
$2.38M 0.33%
27,537
+129
92
$2.38M 0.33%
34,671
+1,344
93
$2.37M 0.32%
19,656
+6
94
$2.28M 0.31%
144,598
-7,281
95
$2.23M 0.3%
7,123
+70
96
$2.22M 0.3%
16,786
+84
97
$2.17M 0.3%
59,040
-11,415
98
$2.11M 0.29%
47,036
-550
99
$2.1M 0.29%
55,380
-520
100
$2.06M 0.28%
26,535
-564
2 3
4
5 6