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
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$941K 0.12%
11,316
152
$937K 0.12%
11,145
153
$934K 0.12%
11,292
-85
154
$919K 0.12%
21,678
-1,665
155
$909K 0.12%
17,025
156
$869K 0.11%
38,925
+5,048
157
$863K 0.11%
15,800
158
$855K 0.11%
12,804
159
$821K 0.11%
7,114
160
$820K 0.11%
9,600
161
$813K 0.11%
7,635
-280
162
$806K 0.11%
7,015
+3,165
163
$802K 0.11%
67,560
+1,700
164
$796K 0.11%
13,620
+3,600
165
$793K 0.1%
15,900
166
$744K 0.1%
8,163
-2,050
167
$733K 0.1%
6,809
+2,440
168
$727K 0.1%
17,675
+25
169
$721K 0.1%
9,820
-10
170
$712K 0.09%
4
-18
171
$703K 0.09%
13,032
-51
172
$687K 0.09%
44,550
+250
173
$681K 0.09%
17,130
-856
174
$671K 0.09%
4,950
175
$665K 0.09%
7,336
-75
5 6
7
8 9