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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.41M 0.18%
38,940
+270
127
$1.41M 0.18%
13,554
128
$1.41M 0.18%
20,900
+2,050
129
$1.38M 0.17%
12,711
+4,150
130
$1.35M 0.17%
20,685
-700
131
$1.35M 0.17%
8,500
-75
132
$1.3M 0.16%
44,795
+800
133
$1.29M 0.16%
9,507
-72
134
$1.27M 0.16%
13,423
+10
135
$1.27M 0.16%
20,095
+8,000
136
$1.26M 0.16%
30,700
137
$1.26M 0.16%
21,408
+152
138
$1.23M 0.15%
18,820
+200
139
$1.21M 0.15%
15,630
-75
140
$1.21M 0.15%
11,316
141
$1.19M 0.15%
27,095
+20
142
$1.15M 0.14%
18,100
143
$1.14M 0.14%
11,300
-600
144
$1.13M 0.14%
18,257
-701
145
$1.08M 0.14%
11,483
+6
146
$1.08M 0.13%
6,019
+21
147
$1.06M 0.13%
20,275
-1,735
148
$992K 0.12%
11,295
+2
149
$960K 0.12%
17,942
-1,226
150
$959K 0.12%
10,845
4 5
6
7 8