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
$731M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$940K
5
CMCSA icon
Comcast
CMCSA
+$896K

Top Sells

1
+$4.96M
2
+$2.41M
3
+$1.47M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.24M
5
TDC icon
Teradata
TDC
+$1.22M

Sector Composition

1 Healthcare 19.65%
2 Industrials 14.35%
3 Technology 11.94%
4 Consumer Staples 10.97%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.18%
+13,250
127
$1.25M 0.17%
25,758
-485
128
$1.23M 0.17%
13,253
129
$1.22M 0.17%
10,670
+105
130
$1.22M 0.17%
16,681
-2,445
131
$1.14M 0.16%
10,891
+2,806
132
$1.14M 0.16%
40,360
+31,750
133
$1.13M 0.15%
7,517
-847
134
$1.04M 0.14%
15,800
135
$1.04M 0.14%
22,746
-3,928
136
$1.04M 0.14%
11,111
-445
137
$1.02M 0.14%
12,777
+1,144
138
$979K 0.13%
13,451
139
$977K 0.13%
9,201
-70
140
$950K 0.13%
11,066
141
$947K 0.13%
5,000
142
$940K 0.13%
+26,805
143
$932K 0.13%
4,991
-1,131
144
$932K 0.13%
26,869
-853
145
$916K 0.13%
25,000
146
$881K 0.12%
10,450
147
$875K 0.12%
8,198
-90
148
$857K 0.12%
6,860
149
$854K 0.12%
15,450
-2,650
150
$792K 0.11%
7,032
4 5
6
7 8