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
$718M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.62M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
KHC icon
Kraft Heinz
KHC
+$949K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$1.84M
4
PLL
PALL CORP
PLL
+$1.38M
5
ESV
Ensco Rowan plc
ESV
+$1.26M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14.6%
3 Technology 12.22%
4 Consumer Staples 10.59%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.26%
26,005
+10,835
102
$1.89M 0.26%
76,942
+8,298
103
$1.89M 0.26%
27,099
+275
104
$1.85M 0.26%
29,692
-799
105
$1.85M 0.26%
52,850
-2,750
106
$1.8M 0.25%
12,471
107
$1.74M 0.24%
16,135
+98
108
$1.73M 0.24%
14,999
+1,455
109
$1.73M 0.24%
22,653
110
$1.71M 0.24%
21,001
+2
111
$1.71M 0.24%
15,651
+665
112
$1.7M 0.24%
55,900
-60,380
113
$1.68M 0.23%
34,420
+15,750
114
$1.6M 0.22%
23,270
-950
115
$1.6M 0.22%
19,240
-60
116
$1.58M 0.22%
26,243
+3,075
117
$1.58M 0.22%
92,042
-3,000
118
$1.57M 0.22%
19,400
119
$1.49M 0.21%
29,346
+30
120
$1.47M 0.2%
10,586
-150
121
$1.47M 0.2%
87,011
122
$1.43M 0.2%
21,025
+50
123
$1.42M 0.2%
19,126
+2,800
124
$1.42M 0.2%
13,010
125
$1.38M 0.19%
+43,180
3 4
5
6 7