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
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
Exxon Mobil
XOM
+$891K

Sector Composition

1 Technology 18.67%
2 Healthcare 16.26%
3 Financials 10.29%
4 Industrials 9.69%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.73M 0.36%
58,495
77
$3.72M 0.35%
44,941
+205
78
$3.69M 0.35%
43,365
-11,624
79
$3.59M 0.34%
16,342
-1,628
80
$3.52M 0.33%
18,123
81
$3.46M 0.33%
243,015
+40,278
82
$3.42M 0.33%
63,701
-1,107
83
$3.34M 0.32%
49,840
+1,260
84
$3.28M 0.31%
15,924
-47
85
$3.17M 0.3%
24,607
-5,679
86
$3.12M 0.3%
37,291
-8,319
87
$3.1M 0.3%
102,746
-705
88
$3.05M 0.29%
47,579
+7,466
89
$2.85M 0.27%
22,882
+600
90
$2.72M 0.26%
93,934
91
$2.59M 0.25%
48,948
-1,968
92
$2.58M 0.25%
46,800
+1,179
93
$2.56M 0.24%
10,625
-93
94
$2.56M 0.24%
86,643
+772
95
$2.54M 0.24%
50,785
-8,741
96
$2.52M 0.24%
61,095
+305
97
$2.44M 0.23%
32,892
+325
98
$2.44M 0.23%
25,670
99
$2.32M 0.22%
33,661
100
$2.3M 0.22%
12,782
-50
2 3
4
5 6