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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.08M 0.26%
90,722
102
$2.07M 0.26%
18,164
-121
103
$2M 0.25%
85,454
-8,558
104
$1.98M 0.25%
19,355
-543
105
$1.97M 0.25%
32,062
-1,065
106
$1.95M 0.24%
16,296
+160
107
$1.85M 0.23%
21,823
108
$1.85M 0.23%
50,831
+500
109
$1.8M 0.22%
21,849
+200
110
$1.8M 0.22%
61,600
111
$1.79M 0.22%
23,150
-150
112
$1.79M 0.22%
96,371
113
$1.78M 0.22%
26,609
114
$1.76M 0.22%
54,552
+6,191
115
$1.74M 0.22%
8,183
-85
116
$1.74M 0.22%
68,526
+156
117
$1.73M 0.22%
16,482
+875
118
$1.66M 0.21%
25,000
119
$1.59M 0.2%
14,870
120
$1.5M 0.19%
13,010
-559
121
$1.48M 0.18%
10,768
-462
122
$1.48M 0.18%
19,375
-1,500
123
$1.47M 0.18%
37,417
124
$1.44M 0.18%
+15,620
125
$1.42M 0.18%
14,910
3 4
5
6 7