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
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.92M 0.25%
46,275
+3,825
102
$1.89M 0.25%
19,550
-208
103
$1.86M 0.25%
23,017
-25
104
$1.85M 0.24%
30,255
-255
105
$1.81M 0.24%
39,909
+232
106
$1.72M 0.23%
17,142
107
$1.69M 0.22%
21,274
+81
108
$1.68M 0.22%
51,110
+22,250
109
$1.66M 0.22%
96,731
-1,429
110
$1.64M 0.22%
61,610
+266
111
$1.62M 0.21%
11,690
-825
112
$1.61M 0.21%
45,531
113
$1.56M 0.21%
20,463
+1,290
114
$1.56M 0.21%
22,186
+578
115
$1.49M 0.2%
27,447
-6,788
116
$1.47M 0.19%
66,200
-1,150
117
$1.44M 0.19%
80,550
+25,000
118
$1.44M 0.19%
18,609
+125
119
$1.41M 0.19%
20,050
+400
120
$1.41M 0.19%
17,072
-400
121
$1.4M 0.19%
25,000
122
$1.39M 0.18%
49,625
-322
123
$1.38M 0.18%
80,392
124
$1.35M 0.18%
19,898
+10
125
$1.33M 0.18%
37,289
-875
3 4
5
6 7