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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.19M 0.28%
26,609
102
$2.13M 0.27%
103,174
-931
103
$2.12M 0.27%
45,975
-50
104
$2.08M 0.26%
33,659
-671
105
$2.04M 0.26%
29,610
-300
106
$2.03M 0.26%
13,395
107
$1.93M 0.24%
87,722
+10,697
108
$1.83M 0.23%
19,900
109
$1.83M 0.23%
14,870
110
$1.83M 0.23%
20,248
+375
111
$1.82M 0.23%
68,353
+3,004
112
$1.8M 0.23%
23,314
-10,277
113
$1.76M 0.22%
21,393
-1,445
114
$1.71M 0.22%
45,531
115
$1.69M 0.21%
20,517
-600
116
$1.62M 0.21%
37,392
+5,600
117
$1.58M 0.2%
37,174
-1,044
118
$1.53M 0.19%
22,026
119
$1.45M 0.18%
95,704
-720
120
$1.45M 0.18%
13,569
121
$1.45M 0.18%
24,792
-1,250
122
$1.42M 0.18%
25,000
-550
123
$1.41M 0.18%
42,245
+3,850
124
$1.4M 0.18%
8,293
-855
125
$1.4M 0.18%
63,400
-950
3 4
5
6 7