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
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.32M 0.17%
26,862
-87
127
$1.3M 0.17%
31,217
+2,393
128
$1.29M 0.17%
20,900
+50
129
$1.27M 0.17%
16,945
+7,860
130
$1.26M 0.17%
38,395
+1,150
131
$1.26M 0.17%
14,501
-158
132
$1.23M 0.16%
13,224
+1,125
133
$1.23M 0.16%
19,900
-5,015
134
$1.19M 0.16%
15,775
135
$1.17M 0.15%
27,000
+1,700
136
$1.14M 0.15%
46,616
137
$1.06M 0.14%
11,285
+35
138
$1.05M 0.14%
12,270
+25
139
$1.05M 0.14%
18,820
+600
140
$1.02M 0.13%
17,725
141
$1.02M 0.13%
11,900
-1,300
142
$1.02M 0.13%
9,148
+3,900
143
$995K 0.13%
17,200
144
$990K 0.13%
10,845
145
$986K 0.13%
15,016
+1,486
146
$984K 0.13%
27,327
-3,260
147
$979K 0.13%
13,480
+3,455
148
$978K 0.13%
8,575
-250
149
$957K 0.13%
11,291
150
$945K 0.12%
8,764
-36
4 5
6
7 8