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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.12M 0.4%
39,995
+250
77
$3.08M 0.4%
114,560
+10
78
$2.99M 0.39%
59,875
-475
79
$2.95M 0.38%
45,553
80
$2.94M 0.38%
49,856
-1,625
81
$2.82M 0.37%
19,115
-960
82
$2.8M 0.36%
43,239
-466
83
$2.77M 0.36%
49,496
-425
84
$2.76M 0.36%
64,496
-26,833
85
$2.68M 0.35%
27,414
+546
86
$2.6M 0.34%
167,773
-34,769
87
$2.57M 0.33%
19,583
88
$2.56M 0.33%
36,160
+795
89
$2.47M 0.32%
17,844
+1,980
90
$2.42M 0.31%
38,905
-9,000
91
$2.41M 0.31%
73,883
-2,695
92
$2.37M 0.31%
15,600
-960
93
$2.34M 0.3%
17,236
+1,170
94
$2.29M 0.3%
48,288
+268
95
$2.2M 0.28%
63,540
+6,300
96
$2.19M 0.28%
17,116
+525
97
$2.17M 0.28%
37,980
+340
98
$2.16M 0.28%
30,935
99
$2.13M 0.28%
27,743
-352
100
$2.13M 0.28%
46,686
+150
2 3
4
5 6