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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$933K 0.12%
13,009
152
$915K 0.11%
15,900
153
$912K 0.11%
41,116
154
$904K 0.11%
4
155
$900K 0.11%
9,600
156
$878K 0.11%
8,430
-175
157
$865K 0.11%
13,801
158
$846K 0.11%
10,733
+133
159
$827K 0.1%
8,603
+25
160
$816K 0.1%
7,265
161
$795K 0.1%
10,726
-46
162
$782K 0.1%
15,500
163
$761K 0.09%
2,957
164
$754K 0.09%
6,301
165
$741K 0.09%
10,905
166
$738K 0.09%
10,700
167
$734K 0.09%
6,933
168
$731K 0.09%
31,468
-9,138
169
$730K 0.09%
16,236
+8,616
170
$726K 0.09%
17,525
171
$724K 0.09%
11,555
-490
172
$710K 0.09%
13,834
173
$705K 0.09%
15,800
174
$705K 0.09%
4,950
175
$696K 0.09%
74,096
-3,296
5 6
7
8 9