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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.17%
16,557
127
$1.31M 0.17%
14,841
-52
128
$1.27M 0.16%
19,158
-1,117
129
$1.24M 0.16%
27,075
+1,100
130
$1.24M 0.16%
13,554
+55
131
$1.23M 0.16%
16,535
-2,690
132
$1.21M 0.15%
12,045
-125
133
$1.2M 0.15%
18,700
-925
134
$1.17M 0.15%
13,413
+2,268
135
$1.14M 0.14%
11,230
+45
136
$1.13M 0.14%
18,100
137
$1.13M 0.14%
77,392
+375
138
$1.12M 0.14%
15,800
139
$1.09M 0.14%
41,866
140
$1.09M 0.14%
20,525
+8,150
141
$1.06M 0.13%
9,189
+1,271
142
$1.05M 0.13%
13,109
-3,000
143
$1.04M 0.13%
5,998
-191
144
$1.03M 0.13%
11,477
+186
145
$1.02M 0.13%
15,705
-70
146
$1.02M 0.13%
28,052
147
$1.02M 0.13%
30,350
+250
148
$1.02M 0.13%
11,900
149
$1.01M 0.13%
8,575
150
$994K 0.13%
11,316
4 5
6
7 8