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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.11M 0.27%
18,285
+109
102
$2.1M 0.27%
45,975
103
$2.03M 0.26%
26,609
104
$1.98M 0.25%
48,361
-33
105
$1.97M 0.25%
21,625
+1,725
106
$1.95M 0.25%
23,300
-14
107
$1.92M 0.25%
33,127
-532
108
$1.82M 0.23%
68,370
+17
109
$1.82M 0.23%
19,502
-1,015
110
$1.79M 0.23%
14,870
111
$1.75M 0.23%
90,722
+3,000
112
$1.73M 0.22%
50,331
+4,800
113
$1.72M 0.22%
19,898
-350
114
$1.63M 0.21%
21,385
-8
115
$1.55M 0.2%
37,417
+25
116
$1.54M 0.2%
21,823
-203
117
$1.53M 0.2%
11,230
118
$1.52M 0.2%
38,670
+1,496
119
$1.47M 0.19%
8,268
-25
120
$1.43M 0.18%
15,607
-950
121
$1.43M 0.18%
25,000
122
$1.43M 0.18%
96,371
+667
123
$1.4M 0.18%
13,569
124
$1.35M 0.17%
61,600
-1,800
125
$1.34M 0.17%
43,995
+1,750
3 4
5
6 7