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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.1M 0.22%
24,107
-3
102
$2.07M 0.22%
10,718
+102
103
$2.03M 0.21%
40,113
-1,000
104
$2.01M 0.21%
12,832
-85
105
$1.98M 0.21%
17,753
+288
106
$1.97M 0.2%
16,952
-513
107
$1.93M 0.2%
11,773
+73
108
$1.91M 0.2%
35,791
-100
109
$1.84M 0.19%
32,567
-1,407
110
$1.74M 0.18%
29,870
+6,858
111
$1.74M 0.18%
13,250
112
$1.73M 0.18%
16,195
-250
113
$1.73M 0.18%
42,480
+1,075
114
$1.71M 0.18%
41,626
-2,570
115
$1.7M 0.18%
11,690
-172
116
$1.67M 0.17%
13,580
117
$1.66M 0.17%
6,546
+417
118
$1.65M 0.17%
11,593
+348
119
$1.64M 0.17%
21,490
-3
120
$1.62M 0.17%
17,376
-525
121
$1.54M 0.16%
53,882
-14,715
122
$1.51M 0.16%
24,955
-360
123
$1.48M 0.15%
4,991
-65
124
$1.42M 0.15%
28,195
-5,350
125
$1.4M 0.15%
26,000
3 4
5
6 7