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
$718M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.62M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
KHC icon
Kraft Heinz
KHC
+$949K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$1.84M
4
PLL
PALL CORP
PLL
+$1.38M
5
ESV
Ensco Rowan plc
ESV
+$1.26M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14.6%
3 Technology 12.22%
4 Consumer Staples 10.59%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$768K 0.11%
7,032
+289
152
$765K 0.11%
15,122
-75
153
$758K 0.11%
15,630
-125
154
$729K 0.1%
6,860
155
$727K 0.1%
+8,085
156
$723K 0.1%
10,018
157
$689K 0.1%
13,834
158
$679K 0.09%
11,814
-1,321
159
$675K 0.09%
15,800
160
$667K 0.09%
32,513
+758
161
$663K 0.09%
4,950
162
$650K 0.09%
6,533
163
$630K 0.09%
7,500
-1,100
164
$602K 0.08%
20,325
165
$600K 0.08%
61,954
-300
166
$596K 0.08%
20,311
+3,810
167
$594K 0.08%
21,740
168
$579K 0.08%
8,617
-1,450
169
$574K 0.08%
11,180
170
$569K 0.08%
11,908
-300
171
$568K 0.08%
12,862
172
$564K 0.08%
14,492
173
$544K 0.08%
13,900
174
$523K 0.07%
5,795
-3,399
175
$523K 0.07%
4,487
5 6
7
8 9