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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.12M 0.27%
59,891
-13,043
102
$2.03M 0.26%
24,355
+50
103
$1.96M 0.25%
29,491
+115
104
$1.9M 0.25%
22,760
+360
105
$1.89M 0.25%
22,253
106
$1.87M 0.24%
13,578
-35
107
$1.84M 0.24%
133,459
-35,482
108
$1.83M 0.24%
86,944
109
$1.81M 0.23%
19,493
-188
110
$1.77M 0.23%
20,740
-64
111
$1.76M 0.23%
32,850
-625
112
$1.76M 0.23%
27,251
-1,820
113
$1.71M 0.22%
15,153
-1,107
114
$1.64M 0.21%
80,142
-265
115
$1.59M 0.21%
29,928
+4,670
116
$1.57M 0.2%
25,858
-1,465
117
$1.51M 0.2%
9,951
118
$1.5M 0.19%
+30,843
119
$1.5M 0.19%
53,270
-320
120
$1.45M 0.19%
8,778
+984
121
$1.4M 0.18%
13,250
122
$1.39M 0.18%
12,146
+325
123
$1.37M 0.18%
31,250
-1,615
124
$1.37M 0.18%
5,942
-2,561
125
$1.37M 0.18%
13,153
3 4
5
6 7