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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.14%
4,522
+1,016
127
$1.31M 0.14%
15,243
-493
128
$1.31M 0.14%
14,028
-188
129
$1.29M 0.13%
8,531
-50
130
$1.27M 0.13%
28,708
-1,460
131
$1.26M 0.13%
61,290
-5,979
132
$1.19M 0.12%
8,741
+248
133
$1.18M 0.12%
6,989
-4
134
$1.18M 0.12%
34,518
-3,448
135
$1.16M 0.12%
4,015
+150
136
$1.14M 0.12%
8,574
+5,899
137
$1.13M 0.12%
22,553
+1,093
138
$1.09M 0.11%
9,776
139
$1.09M 0.11%
18,825
-175
140
$998K 0.1%
9,187
+74
141
$976K 0.1%
17,013
142
$966K 0.1%
13,543
+288
143
$966K 0.1%
5,010
-50
144
$955K 0.1%
16,223
-50
145
$954K 0.1%
39,378
+303
146
$935K 0.1%
3
147
$924K 0.1%
9,305
-2,695
148
$913K 0.09%
9,166
149
$906K 0.09%
18,500
150
$893K 0.09%
6,184
+316
4 5
6
7 8