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
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
Exxon Mobil
XOM
+$891K

Sector Composition

1 Technology 18.67%
2 Healthcare 16.26%
3 Financials 10.29%
4 Industrials 9.69%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.28M 0.22%
18,318
102
$2.23M 0.21%
27,316
+76
103
$2.14M 0.2%
16,996
+44
104
$2.08M 0.2%
16,195
105
$2.07M 0.2%
17,398
-355
106
$2.02M 0.19%
35,791
107
$2.02M 0.19%
11,999
+226
108
$1.97M 0.19%
6,961
+415
109
$1.95M 0.19%
15,240
-3,975
110
$1.94M 0.18%
13,110
-140
111
$1.9M 0.18%
21,490
112
$1.87M 0.18%
41,280
-1,200
113
$1.84M 0.18%
23,678
-7,110
114
$1.84M 0.18%
41,751
+125
115
$1.8M 0.17%
13,580
116
$1.75M 0.17%
18,518
-5,589
117
$1.73M 0.16%
30,575
+705
118
$1.72M 0.16%
5,326
+804
119
$1.66M 0.16%
10,988
-702
120
$1.66M 0.16%
15,585
-1,791
121
$1.6M 0.15%
4,965
-26
122
$1.59M 0.15%
5,410
+1,395
123
$1.56M 0.15%
24,060
-895
124
$1.55M 0.15%
26,000
125
$1.54M 0.15%
52,982
-900
3 4
5
6 7