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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$991K 0.13%
11,293
+1
152
$982K 0.12%
10,845
153
$968K 0.12%
18,380
+1,400
154
$945K 0.12%
39,740
-289
155
$928K 0.12%
19,623
-1,250
156
$880K 0.11%
8,890
157
$867K 0.11%
9,600
158
$857K 0.11%
7,865
+1,325
159
$848K 0.11%
15,900
160
$839K 0.11%
10,955
-2,080
161
$836K 0.11%
12,504
-300
162
$835K 0.11%
7,265
163
$827K 0.11%
13,801
+769
164
$796K 0.1%
10,314
+6,905
165
$788K 0.1%
14,906
-110
166
$784K 0.1%
6,596
167
$769K 0.1%
7,820
+638
168
$763K 0.1%
10,744
+744
169
$760K 0.1%
4
170
$751K 0.1%
8,553
+325
171
$738K 0.09%
9,652
+34
172
$737K 0.09%
17,070
-60
173
$723K 0.09%
13,780
+710
174
$720K 0.09%
14,625
175
$719K 0.09%
10,772
-50
5 6
7
8 9