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
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
Exxon Mobil
XOM
+$891K

Sector Composition

1 Technology 18.67%
2 Healthcare 16.26%
3 Financials 10.29%
4 Industrials 9.69%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.53M 0.15%
11,110
-483
127
$1.47M 0.14%
28,195
128
$1.44M 0.14%
15,243
129
$1.38M 0.13%
28,833
+125
130
$1.32M 0.13%
8,936
+195
131
$1.3M 0.12%
14,044
+16
132
$1.3M 0.12%
7,831
-700
133
$1.28M 0.12%
9,776
134
$1.25M 0.12%
22,894
+341
135
$1.24M 0.12%
7,029
+40
136
$1.2M 0.11%
17,600
-1,225
137
$1.16M 0.11%
54,975
-6,315
138
$1.1M 0.1%
7,887
-687
139
$1.07M 0.1%
4,975
-35
140
$1.04M 0.1%
9,167
-20
141
$1.04M 0.1%
16,207
-806
142
$1.02M 0.1%
6,184
143
$1.02M 0.1%
41,135
+1,757
144
$1.02M 0.1%
3
145
$976K 0.09%
4,637
146
$974K 0.09%
9,166
147
$974K 0.09%
6,505
+4,251
148
$955K 0.09%
19,728
149
$950K 0.09%
5,330
150
$936K 0.09%
15,873
-350
4 5
6
7 8