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
$731M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$940K
5
CMCSA icon
Comcast
CMCSA
+$896K

Top Sells

1
+$4.96M
2
+$2.41M
3
+$1.47M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.24M
5
TDC icon
Teradata
TDC
+$1.22M

Sector Composition

1 Healthcare 19.65%
2 Industrials 14.35%
3 Technology 11.94%
4 Consumer Staples 10.97%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.04M 0.28%
35,810
+1,390
102
$2.03M 0.28%
78,256
+1,314
103
$2.02M 0.28%
29,692
104
$2.01M 0.28%
43,133
+400
105
$2M 0.27%
16,091
+440
106
$1.99M 0.27%
28,673
-1,196
107
$1.96M 0.27%
15,429
+430
108
$1.93M 0.26%
22,753
+100
109
$1.86M 0.25%
12,471
110
$1.84M 0.25%
86,944
-67
111
$1.83M 0.25%
53,690
+840
112
$1.76M 0.24%
35,250
-480
113
$1.75M 0.24%
16,075
-60
114
$1.74M 0.24%
20,804
-197
115
$1.74M 0.24%
24,505
-1,500
116
$1.7M 0.23%
13,344
+334
117
$1.7M 0.23%
19,925
+685
118
$1.66M 0.23%
42,660
-520
119
$1.66M 0.23%
18,948
-452
120
$1.55M 0.21%
29,576
+230
121
$1.53M 0.21%
21,275
+250
122
$1.53M 0.21%
83,507
-8,535
123
$1.45M 0.2%
19,705
-3,565
124
$1.42M 0.19%
53,212
125
$1.37M 0.19%
8,425
3 4
5
6 7