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
$718M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.62M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
KHC icon
Kraft Heinz
KHC
+$949K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$1.84M
4
PLL
PALL CORP
PLL
+$1.38M
5
ESV
Ensco Rowan plc
ESV
+$1.26M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14.6%
3 Technology 12.22%
4 Consumer Staples 10.59%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.29M 0.18%
53,212
127
$1.26M 0.18%
26,674
-100
128
$1.24M 0.17%
19,852
-3,298
129
$1.22M 0.17%
37,117
130
$1.22M 0.17%
42,030
-101,727
131
$1.17M 0.16%
8,425
132
$1.13M 0.16%
13,250
-1,200
133
$1.12M 0.16%
25,000
134
$1.1M 0.15%
10,565
+1,350
135
$1.09M 0.15%
13,253
136
$1.08M 0.15%
8,364
-472
137
$1.05M 0.15%
6,122
-77
138
$1.02M 0.14%
11,556
+3
139
$949K 0.13%
+13,451
140
$932K 0.13%
5,000
-460
141
$919K 0.13%
18,100
142
$917K 0.13%
11,066
143
$910K 0.13%
15,900
144
$879K 0.12%
11,633
+610
145
$875K 0.12%
10,450
-200
146
$864K 0.12%
9,271
+58
147
$858K 0.12%
27,722
-13,517
148
$806K 0.11%
30,673
-7,395
149
$804K 0.11%
8,288
+125
150
$781K 0.11%
4
4 5
6
7 8