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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.32M 0.17%
14,910
+69
127
$1.3M 0.17%
13,554
128
$1.28M 0.17%
18,850
+150
129
$1.24M 0.16%
20,875
+4,340
130
$1.2M 0.15%
8,575
131
$1.19M 0.15%
18,958
-200
132
$1.19M 0.15%
21,256
+731
133
$1.16M 0.15%
27,075
134
$1.14M 0.15%
22,010
-2,782
135
$1.13M 0.15%
13,413
136
$1.13M 0.15%
12,045
137
$1.12M 0.14%
29,252
+1,200
138
$1.07M 0.14%
30,700
+350
139
$1.06M 0.14%
9,579
+390
140
$1.06M 0.14%
13,009
-100
141
$1.04M 0.13%
15,800
142
$1.04M 0.13%
11,477
143
$1.02M 0.13%
18,100
144
$996K 0.13%
11,900
145
$993K 0.13%
11,316
146
$993K 0.13%
18,620
+240
147
$984K 0.13%
41,116
-750
148
$975K 0.13%
77,392
149
$965K 0.12%
15,705
150
$956K 0.12%
5,998
4 5
6
7 8