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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$944K 0.12%
11,293
152
$899K 0.12%
9,692
+40
153
$892K 0.11%
40,606
+866
154
$889K 0.11%
10,845
155
$886K 0.11%
20,270
+6,490
156
$870K 0.11%
8,561
+1,350
157
$865K 0.11%
9,600
158
$864K 0.11%
8,605
+740
159
$851K 0.11%
15,900
160
$849K 0.11%
19,168
-455
161
$828K 0.11%
4
162
$805K 0.1%
7,265
163
$794K 0.1%
10,600
-355
164
$778K 0.1%
13,801
165
$762K 0.1%
8,578
+25
166
$753K 0.1%
17,525
+450
167
$725K 0.09%
13,350
-1,275
168
$723K 0.09%
12,584
+80
169
$713K 0.09%
+2,957
170
$694K 0.09%
10,700
-5
171
$693K 0.09%
10,744
172
$691K 0.09%
10,905
+591
173
$689K 0.09%
6,301
-295
174
$669K 0.09%
12,095
+1,600
175
$664K 0.09%
9,017
-300
5 6
7
8 9