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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.56M 0.37%
27,282
+257
77
$3.53M 0.37%
17,970
-33,872
78
$3.47M 0.36%
30,140
+14,143
79
$3.38M 0.35%
45,610
+614
80
$3.26M 0.34%
18,123
81
$3.23M 0.34%
64,808
-1,081
82
$3.01M 0.31%
58,195
+5,967
83
$2.98M 0.31%
58,495
-600
84
$2.97M 0.31%
48,580
+540
85
$2.88M 0.3%
15,971
-150
86
$2.87M 0.3%
103,451
+295
87
$2.8M 0.29%
50,916
-1,415
88
$2.67M 0.28%
19,215
+384
89
$2.66M 0.28%
22,282
-57
90
$2.63M 0.27%
202,737
-12,000
91
$2.52M 0.26%
45,621
+557
92
$2.47M 0.26%
33,661
-394
93
$2.47M 0.26%
27,240
94
$2.45M 0.25%
85,871
+3,174
95
$2.44M 0.25%
59,526
+33
96
$2.43M 0.25%
93,934
97
$2.35M 0.24%
60,790
+500
98
$2.21M 0.23%
30,788
-2,229
99
$2.17M 0.22%
18,318
-50
100
$2.15M 0.22%
25,670
+450
2 3
4
5 6