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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.17%
15,170
+1,793
127
$1.32M 0.17%
40,360
128
$1.31M 0.17%
37,360
129
$1.3M 0.17%
53,177
-4
130
$1.29M 0.17%
19,534
-2,250
131
$1.22M 0.16%
9,362
+25
132
$1.21M 0.16%
11,545
+970
133
$1.2M 0.16%
13,517
+66
134
$1.18M 0.15%
15,554
-2,806
135
$1.17M 0.15%
10,565
-63
136
$1.16M 0.15%
20,966
-1,032
137
$1.16M 0.15%
4,925
138
$1.12M 0.15%
11,066
139
$1.1M 0.14%
14,500
+3,000
140
$1.09M 0.14%
25,020
-9,353
141
$1.08M 0.14%
5
142
$1.06M 0.14%
27,359
+1,554
143
$1.03M 0.13%
10,741
-243
144
$1.02M 0.13%
8,130
+4,225
145
$984K 0.13%
15,450
146
$972K 0.13%
9,068
-60
147
$933K 0.12%
10,755
-511
148
$917K 0.12%
13,834
149
$916K 0.12%
8,238
+400
150
$902K 0.12%
32,600
+6,500
4 5
6
7 8